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 | $153,387 | $81,460+88.3% | $103,333+48.4% | $80,856+89.7% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 53.68% | 25.55%+28.1pp | 24.88%+28.8pp | 35.59%+18.1pp |
| Employer contribution / active EE | $1,584 | $3,105-49.0% | $3,868-59.0% | $2,755-42.5% |
| Participant deferral / active EE | $3,440 | $3,869-11.1% | $5,057-32.0% | $4,296-19.9% |
| Admin fee / account holder | $1,909 | $6,566-70.9% | $8,355-77.2% | $6,918-72.4% |