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 | $201,269 | $117,983+70.6% | $101,794+97.7% | $142,382+41.4% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 17.03% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $735 | $2,773-73.5% | $2,289-67.9% | $4,299-82.9% |
| Participant deferral / active EE | $2,195 | $4,714-53.4% | $4,084-46.3% | $6,507-66.3% |
| Admin fee / account holder | $49,311 | $10,433+372.6% | $8,777+461.8% | $12,624+290.6% |