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 | $179,509 | $59,839+200.0% | $81,983+119.0% | $79,858+124.8% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.2%-23.1pp | 69.6%-23.5pp |
| Annual return | 17.01% | 17.56%-0.5pp | 41.31%-24.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $659 | $1,713-61.6% | $2,498-73.6% | $2,471-73.3% |
| Participant deferral / active EE | $1,853 | $2,695-31.3% | $3,722-50.2% | $3,740-50.5% |
| Admin fee / account holder | $14,284 | $4,287+233.2% | $5,664+152.2% | $5,306+169.2% |