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 | $166,374 | $117,983+41.0% | $101,794+63.4% | $142,382+16.9% |
| Participation rate | 46.7% | 74.2%-27.6pp | 69.2%-22.5pp | 80.1%-33.5pp |
| Annual return | 16.94% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,166 | $2,773-57.9% | $2,289-49.0% | $4,299-72.9% |
| Participant deferral / active EE | $3,287 | $4,714-30.3% | $4,084-19.5% | $6,507-49.5% |
| Admin fee / account holder | $1,638 | $10,433-84.3% | $8,777-81.3% | $12,624-87.0% |