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 | $150,447 | $60,022+150.7% | $88,946+69.1% | $84,808+77.4% |
| Participation rate | 26.9% | 57.8%-31.0pp | 68.8%-42.0pp | 68.3%-41.4pp |
| Annual return | 17.73% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $576 | $1,703-66.2% | $2,555-77.5% | $2,631-78.1% |
| Participant deferral / active EE | $1,932 | $3,114-38.0% | $4,581-57.8% | $4,212-54.1% |
| Admin fee / account holder | $8,127 | $4,811+68.9% | $8,261-1.6% | $7,344+10.7% |