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 | $198,686 | $109,413+81.6% | $156,263+27.1% | $84,808+134.3% |
| Participation rate | 43.3% | 72.7%-29.4pp | 78.9%-35.6pp | 68.3%-25.0pp |
| Annual return | 14.43% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,136 | $2,907-60.9% | $4,333-73.8% | $2,631-56.8% |
| Participant deferral / active EE | $2,065 | $4,590-55.0% | $6,158-66.5% | $4,212-51.0% |
| Admin fee / account holder | $3,992 | $9,357-57.3% | $14,255-72.0% | $7,344-45.6% |