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 7-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 | $188,542 | $87,013+116.7% | $106,213+77.5% | $80,856+133.2% |
| Participation rate | 45.6% | 70.4%-24.8pp | 75.3%-29.7pp | 67.6%-22.0pp |
| Annual return | 16.70% | 17.05%-0.3pp | 116.14%-99.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $870 | $2,395-63.7% | $3,171-72.6% | $2,755-68.4% |
| Participant deferral / active EE | $3,567 | $3,986-10.5% | $5,016-28.9% | $4,296-17.0% |
| Admin fee / account holder | $10,838 | $8,431+28.5% | $11,033-1.8% | $6,918+56.7% |