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 | $188,321 | $93,182+102.1% | $146,665+28.4% | $79,386+137.2% |
| Participation rate | 42.3% | 76.4%-34.1pp | 80.1%-37.8pp | 70.7%-28.4pp |
| Annual return | 13.67% | 21.61%-7.9pp | 22.74%-9.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,619 | $2,420-33.1% | $4,136-60.9% | $2,427-33.3% |
| Participant deferral / active EE | $3,313 | $4,169-20.5% | $5,506-39.8% | $4,046-18.1% |
| Admin fee / account holder | $3,320 | $585+467.4% | $10,280-67.7% | $626+429.9% |