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 | $165,919 | $109,413+51.6% | $156,263+6.2% | $84,808+95.6% |
| Participation rate | 30.2% | 72.7%-42.5pp | 78.9%-48.7pp | 68.3%-38.1pp |
| Annual return | 18.28% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,378 | $2,907-52.6% | $4,333-68.2% | $2,631-47.6% |
| Participant deferral / active EE | $2,234 | $4,590-51.3% | $6,158-63.7% | $4,212-47.0% |
| Admin fee / account holder | $3,705 | $9,357-60.4% | $14,255-74.0% | $7,344-49.6% |