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 | $210,280 | $81,460+158.1% | $103,333+103.5% | $80,856+160.1% |
| Participation rate | 43.2% | 66.8%-23.6pp | 74.5%-31.3pp | 67.6%-24.4pp |
| Annual return | 13.24% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,587 | $3,105-48.9% | $3,868-59.0% | $2,755-42.4% |
| Participant deferral / active EE | $3,464 | $3,869-10.5% | $5,057-31.5% | $4,296-19.4% |
| Admin fee / account holder | $2,315 | $6,566-64.7% | $8,355-72.3% | $6,918-66.5% |