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 | $156,900 | $71,050+120.8% | $93,606+67.6% | $80,856+94.0% |
| Participation rate | 35.9% | 60.4%-24.5pp | 68.7%-32.8pp | 67.6%-31.7pp |
| Annual return | 15.22% | 11.26%+4.0pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $801 | $1,564-48.8% | $2,420-66.9% | $2,755-70.9% |
| Participant deferral / active EE | $1,449 | $4,034-64.1% | $4,411-67.1% | $4,296-66.3% |
| Admin fee / account holder | $4,023 | $6,945-42.1% | $8,285-51.4% | $6,918-41.8% |