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 | $151,266 | $93,571+61.7% | $135,903+11.3% | $75,163+101.2% |
| Participation rate | 51.0% | 75.2%-24.2pp | 81.9%-30.9pp | 67.2%-16.2pp |
| Annual return | 18.35% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,539 | $3,537-28.2% | $4,856-47.7% | $2,670-4.9% |
| Participant deferral / active EE | $5,495 | $6,404-14.2% | $7,758-29.2% | $4,125+33.2% |
| Admin fee / account holder | $3,927 | $6,975-43.7% | $10,762-63.5% | $5,651-30.5% |