See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,569 | $81,460+78.7% | $103,333+40.9% | $80,856+80.0% |
| Participation rate | 5.1% | 66.8%-61.7pp | 74.5%-69.4pp | 67.6%-62.5pp |
| Annual return | 22.93% | 25.55%-2.6pp | 24.88%-1.9pp | 35.59%-12.7pp |
| Employer contribution / active EE | $923 | $3,105-70.3% | $3,868-76.1% | $2,755-66.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,588 | $6,566-75.8% | $8,355-81.0% | $6,918-77.1% |