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 | $128,344 | $95,416+34.5% | $185,823-30.9% | $85,850+49.5% |
| Participation rate | 27.5% | 68.8%-41.3pp | 81.7%-54.2pp | 69.3%-41.9pp |
| Annual return | 16.57% | 23.59%-7.0pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $439 | $3,314-86.7% | $5,167-91.5% | $2,565-82.9% |
| Participant deferral / active EE | $1,148 | $3,423-66.5% | $5,568-79.4% | $3,952-70.9% |
| Admin fee / account holder | $2,657 | $7,213-63.2% | $16,237-83.6% | $6,260-57.6% |