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 | $74,927+104.0% | $101,794+50.2% | $84,808+80.3% |
| Participation rate | 38.8% | 61.4%-22.6pp | 69.2%-30.4pp | 68.3%-29.5pp |
| Annual return | 16.53% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,056 | $1,522-30.6% | $2,289-53.8% | $2,631-59.8% |
| Participant deferral / active EE | $1,741 | $3,099-43.8% | $4,084-57.4% | $4,212-58.7% |
| Admin fee / account holder | $3,291 | $6,514-49.5% | $8,777-62.5% | $7,344-55.2% |