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 | $184,093 | $109,413+68.3% | $156,263+17.8% | $84,808+117.1% |
| Participation rate | 40.6% | 72.7%-32.1pp | 78.9%-38.3pp | 68.3%-27.7pp |
| Annual return | 14.86% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,164 | $2,907-60.0% | $4,333-73.1% | $2,631-55.8% |
| Participant deferral / active EE | $2,707 | $4,590-41.0% | $6,158-56.0% | $4,212-35.7% |
| Admin fee / account holder | $1,165 | $9,357-87.5% | $14,255-91.8% | $7,344-84.1% |