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 | $240,670 | $95,803+151.2% | $113,168+112.7% | $84,808+183.8% |
| Participation rate | 55.9% | 72.9%-16.9pp | 76.6%-20.6pp | 68.3%-12.4pp |
| Annual return | 15.16% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,519 | $2,360-35.6% | $2,975-48.9% | $2,631-42.2% |
| Participant deferral / active EE | $3,900 | $4,242-8.1% | $5,107-23.6% | $4,212-7.4% |
| Admin fee / account holder | $2,771 | $8,989-69.2% | $12,068-77.0% | $7,344-62.3% |