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 | $138,101 | $58,512+136.0% | $84,015+64.4% | $72,985+89.2% |
| Participation rate | 52.3% | 61.2%-8.9pp | 69.0%-16.7pp | 69.5%-17.2pp |
| Annual return | 24.52% | 28.93%-4.4pp | 71.31%-46.8pp | 81.00%-56.5pp |
| Employer contribution / active EE | $743 | $1,163-36.1% | $1,983-62.5% | $2,440-69.5% |
| Participant deferral / active EE | $1,968 | $2,394-17.8% | $3,239-39.2% | $3,607-45.4% |
| Admin fee / account holder | $2,675 | $4,569-41.4% | $6,101-56.2% | $5,124-47.8% |