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 | $172,159 | $118,450+45.3% | $98,439+74.9% | $139,434+23.5% |
| Participation rate | 37.5% | 77.4%-39.9pp | 75.2%-37.7pp | 80.3%-42.8pp |
| Annual return | 10.78% | 18.94%-8.2pp | 21.16%-10.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,138 | $3,609-68.5% | $3,048-62.7% | $4,751-76.1% |
| Participant deferral / active EE | $4,192 | $5,392-22.3% | $4,738-11.5% | $6,710-37.5% |
| Admin fee / account holder | $7,179 | $14,026-48.8% | $8,948-19.8% | $11,403-37.0% |