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 | $239,377 | $96,484+148.1% | $156,263+53.2% | $74,304+222.2% |
| Participation rate | 48.7% | 67.7%-19.0pp | 78.9%-30.2pp | 60.3%-11.7pp |
| Annual return | 13.11% | 17.73%-4.6pp | 59.47%-46.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,976 | $2,528-21.8% | $4,333-54.4% | $2,241-11.8% |
| Participant deferral / active EE | $4,309 | $4,286+0.5% | $6,158-30.0% | $3,767+14.4% |
| Admin fee / account holder | $8,146 | $3,728+118.5% | $14,255-42.9% | $2,969+174.4% |