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 | $165,054 | $96,635+70.8% | $86,612+90.6% | $139,434+18.4% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 11.05% | 106.41%-95.4pp | 591.07%-580.0pp | 372.94%-361.9pp |
| Employer contribution / active EE | $680 | $3,263-79.2% | $3,022-77.5% | $4,751-85.7% |
| Participant deferral / active EE | $1,342 | $4,836-72.2% | $4,438-69.7% | $6,710-80.0% |
| Admin fee / account holder | $7,997 | $6,408+24.8% | $5,614+42.4% | $11,403-29.9% |