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 | $142,877 | $52,353+172.9% | $120,225+18.8% | $82,448+73.3% |
| Participation rate | 52.4% | 58.3%-5.9pp | 69.6%-17.2pp | 68.1%-15.7pp |
| Annual return | 14.02% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $778 | $1,510-48.5% | $3,475-77.6% | $2,551-69.5% |
| Participant deferral / active EE | $2,203 | $2,627-16.2% | $3,999-44.9% | $4,139-46.8% |
| Admin fee / account holder | $3,482 | $4,363-20.2% | $5,696-38.9% | $7,234-51.9% |