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 | $167,121 | $81,460+105.2% | $103,333+61.7% | $80,856+106.7% |
| Participation rate | 37.2% | 66.8%-29.6pp | 74.5%-37.3pp | 67.6%-30.4pp |
| Annual return | 11.36% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,565 | $3,105+47.0% | $3,868+18.0% | $2,755+65.7% |
| Participant deferral / active EE | $3,185 | $3,869-17.7% | $5,057-37.0% | $4,296-25.8% |
| Admin fee / account holder | $4,981 | $6,566-24.1% | $8,355-40.4% | $6,918-28.0% |