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 | $152,885 | $73,787+107.2% | $98,716+54.9% | $82,448+85.4% |
| Participation rate | 38.8% | 61.4%-22.6pp | 69.3%-30.5pp | 68.1%-29.3pp |
| Annual return | 16.53% | 18.57%-2.0pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,056 | $1,511-30.1% | $2,279-53.6% | $2,551-58.6% |
| Participant deferral / active EE | $1,741 | $3,081-43.5% | $4,048-57.0% | $4,139-57.9% |
| Admin fee / account holder | $3,291 | $6,500-49.4% | $8,703-62.2% | $7,234-54.5% |