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 | $233,689 | $181,894+28.5% | $156,549+49.3% | $273,961-14.7% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 4.72% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,539 | $6,248-75.4% | $5,501-72.0% | $4,869-68.4% |
| Participant deferral / active EE | $4,300 | $5,550-22.5% | $4,871-11.7% | $5,287-18.7% |
| Admin fee / account holder | $14,000 | $15,559-10.0% | $13,027+7.5% | $10,132+38.2% |