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 | $108,825+82.6% | $156,181+27.2% | $82,448+141.0% |
| Participation rate | 43.3% | 72.4%-29.0pp | 78.8%-35.5pp | 68.1%-24.7pp |
| Annual return | 14.43% | 20.59%-6.2pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,136 | $2,870-60.4% | $4,294-73.5% | $2,551-55.5% |
| Participant deferral / active EE | $2,065 | $4,577-54.9% | $6,132-66.3% | $4,139-50.1% |
| Admin fee / account holder | $3,992 | $9,341-57.3% | $14,586-72.6% | $7,234-44.8% |