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 | $172,459 | $111,535+54.6% | $105,223+63.9% | $137,256+25.6% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 11.79% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,441 | $3,939-63.4% | $3,689-60.9% | $4,156-65.3% |
| Participant deferral / active EE | $3,867 | $5,500-29.7% | $5,072-23.7% | $6,407-39.6% |
| Admin fee / account holder | $6,034 | $9,721-37.9% | $8,859-31.9% | $12,270-50.8% |