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 | $220,021 | $61,605+257.1% | $112,229+96.0% | $75,163+192.7% |
| Participation rate | 23.8% | 61.7%-37.9pp | 72.4%-48.6pp | 67.2%-43.4pp |
| Annual return | 12.57% | 28.47%-15.9pp | 30.20%-17.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $965 | $2,015-52.1% | $3,430-71.9% | $2,670-63.9% |
| Participant deferral / active EE | $2,570 | $3,108-17.3% | $4,798-46.4% | $4,125-37.7% |
| Admin fee / account holder | $1,611 | $4,862-66.9% | $7,748-79.2% | $5,651-71.5% |