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 | $210,832 | $58,512+260.3% | $84,015+150.9% | $72,985+188.9% |
| Participation rate | 44.3% | 61.2%-16.9pp | 69.0%-24.7pp | 69.5%-25.2pp |
| Annual return | 23.58% | 28.93%-5.4pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $387 | $1,163-66.7% | $1,983-80.5% | $2,440-84.1% |
| Participant deferral / active EE | $2,687 | $2,394+12.2% | $3,239-17.0% | $3,607-25.5% |
| Admin fee / account holder | $7,484 | $4,569+63.8% | $6,101+22.7% | $5,124+46.1% |