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 | $178,641 | $93,571+90.9% | $135,903+31.4% | $75,163+137.7% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 19.18% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $976 | $3,537-72.4% | $4,856-79.9% | $2,670-63.4% |
| Participant deferral / active EE | $7,146 | $6,404+11.6% | $7,758-7.9% | $4,125+73.2% |
| Admin fee / account holder | $2,064 | $6,975-70.4% | $10,762-80.8% | $5,651-63.5% |