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 | $155,189 | $52,353+196.4% | $120,225+29.1% | $82,448+88.2% |
| Participation rate | 44.6% | 58.3%-13.7pp | 69.6%-25.0pp | 68.1%-23.5pp |
| Annual return | 19.49% | 61.85%-42.4pp | 439.23%-419.7pp | 41.64%-22.1pp |
| Employer contribution / active EE | $488 | $1,510-67.7% | $3,475-86.0% | $2,551-80.9% |
| Participant deferral / active EE | $3,667 | $2,627+39.6% | $3,999-8.3% | $4,139-11.4% |
| Admin fee / account holder | $3,385 | $4,363-22.4% | $5,696-40.6% | $7,234-53.2% |