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 | $246,180 | $78,926+211.9% | $136,749+80.0% | $84,808+190.3% |
| Participation rate | 23.3% | 62.2%-38.9pp | 72.1%-48.9pp | 68.3%-45.0pp |
| Annual return | 16.20% | 18.17%-2.0pp | 24.33%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,327 | $2,134-37.8% | $3,400-61.0% | $2,631-49.6% |
| Participant deferral / active EE | $3,079 | $3,168-2.8% | $4,692-34.4% | $4,212-26.9% |
| Admin fee / account holder | $2,574 | $6,369-59.6% | $11,386-77.4% | $7,344-64.9% |