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 | $154,592 | $100,923+53.2% | $150,045+3.0% | $74,304+108.1% |
| Participation rate | 38.8% | 70.1%-31.3pp | 82.3%-43.5pp | 60.3%-21.5pp |
| Annual return | 16.58% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,039 | $3,463-70.0% | $4,693-77.9% | $2,241-53.6% |
| Participant deferral / active EE | $2,849 | $6,709-57.5% | $7,997-64.4% | $3,767-24.4% |
| Admin fee / account holder | $1,523 | $2,767-45.0% | $13,435-88.7% | $2,969-48.7% |