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 | $181,444 | $66,098+174.5% | $101,794+78.2% | $74,304+144.2% |
| Participation rate | 48.3% | 53.8%-5.5pp | 69.2%-20.9pp | 60.3%-12.1pp |
| Annual return | 14.25% | 19.59%-5.3pp | 30.53%-16.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $576 | $1,082-46.7% | $2,289-74.8% | $2,241-74.3% |
| Participant deferral / active EE | $4,080 | $2,781+46.7% | $4,084-0.1% | $3,767+8.3% |
| Admin fee / account holder | $6,443 | $4,146+55.4% | $8,777-26.6% | $2,969+117.0% |