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 | $155,733 | $73,787+111.1% | $98,716+57.8% | $82,448+88.9% |
| Participation rate | 47.8% | 61.4%-13.6pp | 69.3%-21.5pp | 68.1%-20.3pp |
| Annual return | 16.82% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,191 | $1,511-21.2% | $2,279-47.7% | $2,551-53.3% |
| Participant deferral / active EE | $2,820 | $3,081-8.5% | $4,048-30.3% | $4,139-31.9% |
| Admin fee / account holder | $4,393 | $6,500-32.4% | $8,703-49.5% | $7,234-39.3% |