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 | $247,004 | $51,708+377.7% | $106,619+131.7% | $62,891+292.7% |
| Participation rate | 68.8% | 66.9%+1.9pp | 78.0%-9.2pp | 69.3%-0.6pp |
| Annual return | 12.32% | 4.69%+7.6pp | 9.42%+2.9pp | 20.14%-7.8pp |
| Employer contribution / active EE | $458 | $1,764-74.0% | $3,947-88.4% | $2,281-79.9% |
| Participant deferral / active EE | $5,076 | $2,315+119.2% | $3,930+29.2% | $3,203+58.5% |
| Admin fee / account holder | $1,520 | $3,349-54.6% | $6,418-76.3% | $4,296-64.6% |