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 | $132,021 | $76,670+72.2% | $96,683+36.6% | $71,457+84.8% |
| Participation rate | 22.4% | 66.6%-44.2pp | 74.3%-51.9pp | 67.9%-45.5pp |
| Annual return | 16.27% | 48.29%-32.0pp | 35.69%-19.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $917 | $3,031-69.8% | $3,737-75.5% | $2,588-64.6% |
| Participant deferral / active EE | $2,177 | $3,771-42.3% | $4,878-55.4% | $4,289-49.2% |
| Admin fee / account holder | $3,640 | $2,028+79.5% | $6,730-45.9% | $1,587+129.3% |