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 | $164,129 | $57,016+187.9% | $84,966+93.2% | $80,856+103.0% |
| Participation rate | 25.0% | 56.3%-31.3pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 16.16% | 21.66%-5.5pp | 66.38%-50.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $838 | $1,798-53.4% | $2,727-69.3% | $2,755-69.6% |
| Participant deferral / active EE | $2,363 | $3,110-24.0% | $4,519-47.7% | $4,296-45.0% |
| Admin fee / account holder | $2,201 | $4,980-55.8% | $6,149-64.2% | $6,918-68.2% |