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 10-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 | $158,623 | $83,477+90.0% | $125,175+26.7% | $72,985+117.3% |
| Participation rate | 32.5% | 73.3%-40.8pp | 79.8%-47.3pp | 69.5%-37.0pp |
| Annual return | 23.41% | 25.78%-2.4pp | 43.79%-20.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $761 | $2,345-67.6% | $3,865-80.3% | $2,440-68.8% |
| Participant deferral / active EE | $2,484 | $3,585-30.7% | $4,937-49.7% | $3,607-31.1% |
| Admin fee / account holder | $20,066 | $5,517+263.7% | $9,702+106.8% | $5,124+291.6% |