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 | $176,118 | $84,556+108.3% | $116,228+51.5% | $74,304+137.0% |
| Participation rate | 41.0% | 66.0%-25.1pp | 74.6%-33.6pp | 60.3%-19.4pp |
| Annual return | 17.52% | 18.35%-0.8pp | 90.06%-72.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,204 | $2,168-44.5% | $2,994-59.8% | $2,241-46.3% |
| Participant deferral / active EE | $3,206 | $3,814-15.9% | $4,953-35.3% | $3,767-14.9% |
| Admin fee / account holder | $2,077 | $3,792-45.2% | $11,989-82.7% | $2,969-30.0% |