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 | $193,621 | $73,787+162.4% | $98,716+96.1% | $82,448+134.8% |
| Participation rate | 51.4% | 61.4%-10.0pp | 69.3%-17.9pp | 68.1%-16.7pp |
| Annual return | 15.07% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,470 | $1,511-2.7% | $2,279-35.5% | $2,551-42.4% |
| Participant deferral / active EE | $5,550 | $3,081+80.1% | $4,048+37.1% | $4,139+34.1% |
| Admin fee / account holder | $7,258 | $6,500+11.7% | $8,703-16.6% | $7,234+0.3% |