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 | $151,310 | $109,359+38.4% | $162,163-6.7% | $72,985+107.3% |
| Participation rate | 63.2% | 84.3%-21.1pp | 87.6%-24.4pp | 69.5%-6.3pp |
| Annual return | 23.42% | 25.46%-2.0pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,791 | $3,907-54.2% | $5,614-68.1% | $2,440-26.6% |
| Participant deferral / active EE | $3,893 | $5,481-29.0% | $7,298-46.7% | $3,607+7.9% |
| Admin fee / account holder | $490 | $7,972-93.9% | $10,843-95.5% | $5,124-90.4% |