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 | $180,627 | $181,894-0.7% | $156,549+15.4% | $273,961-34.1% |
| Participation rate | 36.4% | 88.4%-52.0pp | 84.0%-47.6pp | 83.0%-46.7pp |
| Annual return | 14.15% | 30.74%-16.6pp | 32.23%-18.1pp | 41.45%-27.3pp |
| Employer contribution / active EE | $1,845 | $6,248-70.5% | $5,501-66.5% | $4,869-62.1% |
| Participant deferral / active EE | $3,997 | $5,550-28.0% | $4,871-17.9% | $5,287-24.4% |
| Admin fee / account holder | $388 | $15,559-97.5% | $13,027-97.0% | $10,132-96.2% |