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 | $147,456 | $54,705+169.5% | $71,209+107.1% | $84,808+73.9% |
| Participation rate | 47.0% | 64.1%-17.1pp | 73.8%-26.8pp | 68.3%-21.3pp |
| Annual return | 15.82% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $707 | $2,158-67.2% | $2,721-74.0% | $2,631-73.1% |
| Participant deferral / active EE | $3,515 | $3,030+16.0% | $4,175-15.8% | $4,212-16.5% |
| Admin fee / account holder | $6,728 | $4,863+38.3% | $5,349+25.8% | $7,344-8.4% |