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 | $181,190 | $51,175+254.1% | $70,515+157.0% | $75,163+141.1% |
| Participation rate | 47.5% | 60.9%-13.4pp | 68.3%-20.8pp | 67.2%-19.7pp |
| Annual return | 17.04% | 30.02%-13.0pp | 32.77%-15.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,827 | $1,8260% | $2,973-38.6% | $2,670-31.6% |
| Participant deferral / active EE | $3,650 | $2,849+28.1% | $4,567-20.1% | $4,125-11.5% |
| Admin fee / account holder | $5,742 | $4,091+40.4% | $6,412-10.4% | $5,651+1.6% |