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 | $162,126 | $93,571+73.3% | $135,903+19.3% | $75,163+115.7% |
| Participation rate | 28.7% | 75.2%-46.4pp | 81.9%-53.2pp | 67.2%-38.4pp |
| Annual return | 19.00% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,781 | $3,537-49.7% | $4,856-63.3% | $2,670-33.3% |
| Participant deferral / active EE | $3,266 | $6,404-49.0% | $7,758-57.9% | $4,125-20.8% |
| Admin fee / account holder | $3,342 | $6,975-52.1% | $10,762-69.0% | $5,651-40.9% |