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 | $137,353 | $89,753+53.0% | $107,525+27.7% | $84,808+62.0% |
| Participation rate | 36.4% | 68.1%-31.7pp | 75.1%-38.7pp | 68.3%-31.9pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,158 | $3,113-62.8% | $3,754-69.1% | $2,631-56.0% |
| Participant deferral / active EE | $2,597 | $4,056-36.0% | $5,116-49.2% | $4,212-38.3% |
| Admin fee / account holder | $2,632 | $7,222-63.6% | $8,919-70.5% | $7,344-64.2% |