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 | $172,882 | $34,308+403.9% | $74,701+131.4% | $72,985+136.9% |
| Participation rate | 27.3% | 42.4%-15.1pp | 54.5%-27.2pp | 69.5%-42.2pp |
| Annual return | 22.38% | 26.58%-4.2pp | 752.92%-730.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $441 | $692-36.3% | $1,084-59.3% | $2,440-81.9% |
| Participant deferral / active EE | $1,255 | $1,271-1.2% | $1,964-36.1% | $3,607-65.2% |
| Admin fee / account holder | $1,651 | $2,124-22.3% | $3,333-50.5% | $5,124-67.8% |