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 | $208,201 | $109,413+90.3% | $156,263+33.2% | $84,808+145.5% |
| Participation rate | 53.2% | 72.7%-19.5pp | 78.9%-25.7pp | 68.3%-15.1pp |
| Annual return | 13.21% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,854 | $2,907-36.2% | $4,333-57.2% | $2,631-29.5% |
| Participant deferral / active EE | $3,626 | $4,590-21.0% | $6,158-41.1% | $4,212-13.9% |
| Admin fee / account holder | $12,906 | $9,357+37.9% | $14,255-9.5% | $7,344+75.7% |