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 | $211,904 | $59,839+254.1% | $81,983+158.5% | $79,858+165.4% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.2%-16.3pp | 69.6%-16.7pp |
| Annual return | 17.14% | 17.56%-0.4pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,692 | $1,713-1.3% | $2,498-32.3% | $2,471-31.5% |
| Participant deferral / active EE | $3,679 | $2,695+36.5% | $3,722-1.2% | $3,740-1.6% |
| Admin fee / account holder | $3,106 | $4,287-27.6% | $5,664-45.2% | $5,306-41.5% |