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 | $230,113 | $56,423+307.8% | $77,163+198.2% | $71,457+222.0% |
| Participation rate | 25.7% | 64.3%-38.7pp | 69.6%-43.9pp | 67.9%-42.3pp |
| Annual return | 17.45% | 19.05%-1.6pp | 37.87%-20.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $732 | $1,866-60.8% | $2,535-71.1% | $2,588-71.7% |
| Participant deferral / active EE | $1,827 | $3,142-41.8% | $3,833-52.3% | $4,289-57.4% |
| Admin fee / account holder | $38,533 | $1,429+2596.8% | $5,472+604.2% | $1,587+2327.6% |