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 | $238,298 | $109,413+117.8% | $156,263+52.5% | $84,808+181.0% |
| Participation rate | 44.1% | 72.7%-28.6pp | 78.9%-34.8pp | 68.3%-24.2pp |
| Annual return | 12.96% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,612 | $2,907-44.5% | $4,333-62.8% | $2,631-38.7% |
| Participant deferral / active EE | $4,149 | $4,590-9.6% | $6,158-32.6% | $4,212-1.5% |
| Admin fee / account holder | $2,460 | $9,357-73.7% | $14,255-82.7% | $7,344-66.5% |