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 | $141,246 | $65,365+116.1% | $92,893+52.1% | $72,985+93.5% |
| Participation rate | 61.0% | 68.3%-7.3pp | 76.0%-15.0pp | 69.5%-8.5pp |
| Annual return | 23.70% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $638 | $2,594-75.4% | $3,653-82.5% | $2,440-73.8% |
| Participant deferral / active EE | $2,010 | $3,128-35.8% | $4,236-52.6% | $3,607-44.3% |
| Admin fee / account holder | $1,094 | $4,251-74.3% | $5,794-81.1% | $5,124-78.7% |