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 8-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 | $231,050 | $86,929+165.8% | $102,423+125.6% | $80,856+185.8% |
| Participation rate | 42.4% | 72.4%-30.0pp | 76.5%-34.1pp | 67.6%-25.2pp |
| Annual return | 15.29% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,031 | $4,118-50.7% | $5,053-59.8% | $4,296-52.7% |
| Admin fee / account holder | $6,876 | $8,049-14.6% | $9,451-27.2% | $6,918-0.6% |