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 | $200,558 | $72,277+177.5% | $101,248+98.1% | $79,858+151.1% |
| Participation rate | 26.0% | 68.5%-42.5pp | 75.8%-49.8pp | 69.6%-43.6pp |
| Annual return | 12.33% | 22.30%-10.0pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $813 | $2,692-69.8% | $3,660-77.8% | $2,471-67.1% |
| Participant deferral / active EE | $3,005 | $3,282-8.4% | $4,370-31.2% | $3,740-19.7% |
| Admin fee / account holder | $3,544 | $4,400-19.5% | $5,945-40.4% | $5,306-33.2% |