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 | $163,715 | $66,098+147.7% | $101,794+60.8% | $74,304+120.3% |
| Participation rate | 35.5% | 53.8%-18.3pp | 69.2%-33.7pp | 60.3%-24.9pp |
| Annual return | 15.14% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $410 | $1,082-62.1% | $2,289-82.1% | $2,241-81.7% |
| Participant deferral / active EE | $2,534 | $2,781-8.9% | $4,084-38.0% | $3,767-32.7% |
| Admin fee / account holder | $8,394 | $4,146+102.5% | $8,777-4.4% | $2,969+182.7% |