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 | $232,802 | $81,460+185.8% | $103,333+125.3% | $80,856+187.9% |
| Participation rate | 27.8% | 66.8%-39.1pp | 74.5%-46.7pp | 67.6%-39.9pp |
| Annual return | 15.79% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,435 | $3,105-53.8% | $3,868-62.9% | $2,755-47.9% |
| Participant deferral / active EE | $3,722 | $3,869-3.8% | $5,057-26.4% | $4,296-13.3% |
| Admin fee / account holder | $5,709 | $6,566-13.1% | $8,355-31.7% | $6,918-17.5% |