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 | $179,528 | $110,257+62.8% | $96,544+86.0% | $139,434+28.8% |
| Participation rate | 38.5% | 78.1%-39.6pp | 76.0%-37.5pp | 80.3%-41.9pp |
| Annual return | 24.46% | 26.32%-1.9pp | 25.84%-1.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,592 | $5,548-53.3% | $4,851-46.6% | $6,710-61.4% |
| Admin fee / account holder | $6,221 | $11,591-46.3% | $8,252-24.6% | $11,403-45.4% |