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 | $157,542 | $80,968+94.6% | $96,544+63.2% | $75,163+109.6% |
| Participation rate | 23.3% | 71.8%-48.4pp | 76.0%-52.6pp | 67.2%-43.9pp |
| Annual return | 15.20% | 27.06%-11.9pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,020 | $2,282-55.3% | $2,965-65.6% | $2,670-61.8% |
| Participant deferral / active EE | $3,185 | $3,928-18.9% | $4,851-34.3% | $4,125-22.8% |
| Admin fee / account holder | $1,374 | $6,724-79.6% | $8,252-83.3% | $5,651-75.7% |