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 8-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 | $210,737 | $74,927+181.3% | $101,794+107.0% | $84,808+148.5% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.2%-58.1pp | 68.3%-57.2pp |
| Annual return | 14.80% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,065 | $1,522-30.0% | $2,289-53.5% | $2,631-59.5% |
| Participant deferral / active EE | $2,715 | $3,099-12.4% | $4,084-33.5% | $4,212-35.5% |
| Admin fee / account holder | $2,676 | $6,514-58.9% | $8,777-69.5% | $7,344-63.6% |