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 | $164,457 | $76,367+115.4% | $93,606+75.7% | $72,985+125.3% |
| Participation rate | 46.3% | 71.7%-25.4pp | 75.8%-29.5pp | 69.5%-23.1pp |
| Annual return | 24.93% | 25.82%-0.9pp | 32.76%-7.8pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,691 | $2,275-25.7% | $2,718-37.8% | $2,440-30.7% |
| Participant deferral / active EE | $3,370 | $3,538-4.8% | $4,069-17.2% | $3,607-6.6% |
| Admin fee / account holder | $4,133 | $6,838-39.6% | $7,888-47.6% | $5,124-19.3% |