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 | $142,523 | $94,031+51.6% | $115,768+23.1% | $82,448+72.9% |
| Participation rate | 46.5% | 70.4%-23.9pp | 74.4%-27.9pp | 68.1%-21.6pp |
| Annual return | 16.29% | 20.61%-4.3pp | 100.46%-84.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,236 | $2,323-46.8% | $2,940-58.0% | $2,551-51.6% |
| Participant deferral / active EE | $4,164 | $3,972+4.8% | $4,917-15.3% | $4,139+0.6% |
| Admin fee / account holder | $1,863 | $10,249-81.8% | $12,439-85.0% | $7,234-74.3% |