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 | $216,217 | $109,413+97.6% | $156,263+38.4% | $84,808+155.0% |
| Participation rate | 22.9% | 72.7%-49.8pp | 78.9%-56.1pp | 68.3%-45.5pp |
| Annual return | 13.32% | 20.18%-6.9pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,056 | $4,590-11.6% | $6,158-34.1% | $4,212-3.7% |
| Admin fee / account holder | $7,275 | $9,357-22.2% | $14,255-49.0% | $7,344-0.9% |