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 | $246,049 | $181,894+35.3% | $156,549+57.2% | $273,961-10.2% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,102 | $6,248-18.3% | $5,501-7.3% | $4,869+4.8% |
| Participant deferral / active EE | $5,874 | $5,550+5.8% | $4,871+20.6% | $5,287+11.1% |
| Admin fee / account holder | $54,384 | $15,559+249.5% | $13,027+317.5% | $10,132+436.8% |