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 | $161,747 | $106,515+51.9% | $96,683+67.3% | $139,434+16.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 18.47% | 38.43%-20.0pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,811 | $4,103-55.9% | $3,737-51.5% | $4,751-61.9% |
| Participant deferral / active EE | $5,999 | $5,454+10.0% | $4,878+23.0% | $6,710-10.6% |
| Admin fee / account holder | $4,465 | $7,877-43.3% | $6,730-33.7% | $11,403-60.8% |