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 | $88,360+75.0% | $145,433+6.3% | $67,986+127.4% |
| Participation rate | 38.8% | 65.5%-26.7pp | 82.1%-43.3pp | 57.2%-18.4pp |
| Annual return | 16.58% | 63.15%-46.6pp | 66.58%-50.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $1,039 | $3,054-66.0% | $4,554-77.2% | $2,019-48.5% |
| Participant deferral / active EE | $2,849 | $5,932-52.0% | $7,897-63.9% | $3,358-15.1% |
| Admin fee / account holder | $1,523 | $3,313-54.0% | $13,129-88.4% | $3,203-52.5% |