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 | $163,177 | $106,515+53.2% | $96,683+68.8% | $139,434+17.0% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 24.32% | 38.43%-14.1pp | 35.69%-11.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,549 | $4,103-37.9% | $3,737-31.8% | $4,751-46.4% |
| Participant deferral / active EE | $3,443 | $5,454-36.9% | $4,878-29.4% | $6,710-48.7% |
| Admin fee / account holder | $2,654 | $7,877-66.3% | $6,730-60.6% | $11,403-76.7% |