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 | $74,927+107.8% | $101,794+53.0% | $84,808+83.6% |
| Participation rate | 47.8% | 61.4%-13.6pp | 69.2%-21.4pp | 68.3%-20.5pp |
| Annual return | 16.82% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,191 | $1,522-21.8% | $2,289-48.0% | $2,631-54.7% |
| Participant deferral / active EE | $2,820 | $3,099-9.0% | $4,084-31.0% | $4,212-33.1% |
| Admin fee / account holder | $4,393 | $6,514-32.6% | $8,777-49.9% | $7,344-40.2% |