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 | $152,499 | $91,552+66.6% | $133,956+13.8% | $79,858+91.0% |
| Participation rate | 29.7% | 73.3%-43.7pp | 79.8%-50.2pp | 69.6%-39.9pp |
| Annual return | 13.49% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,301 | $2,384-3.5% | $3,919-41.3% | $2,471-6.9% |
| Participant deferral / active EE | $3,459 | $3,733-7.3% | $5,048-31.5% | $3,740-7.5% |
| Admin fee / account holder | $2,147 | $6,321-66.0% | $8,927-76.0% | $5,306-59.5% |