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 | $154,946 | $83,477+85.6% | $125,175+23.8% | $72,985+112.3% |
| Participation rate | 26.9% | 73.3%-46.4pp | 79.8%-52.9pp | 69.5%-42.6pp |
| Annual return | 24.43% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $672 | $2,345-71.4% | $3,865-82.6% | $2,440-72.5% |
| Participant deferral / active EE | $2,177 | $3,585-39.3% | $4,937-55.9% | $3,607-39.7% |
| Admin fee / account holder | $1,341 | $5,517-75.7% | $9,702-86.2% | $5,124-73.8% |