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 | $207,139 | $60,022+245.1% | $88,946+132.9% | $84,808+144.2% |
| Participation rate | 26.2% | 57.8%-31.6pp | 68.8%-42.7pp | 68.3%-42.1pp |
| Annual return | 14.11% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $727 | $1,703-57.3% | $2,555-71.5% | $2,631-72.4% |
| Participant deferral / active EE | $2,032 | $3,114-34.7% | $4,581-55.6% | $4,212-51.8% |
| Admin fee / account holder | $2,669 | $4,811-44.5% | $8,261-67.7% | $7,344-63.7% |