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 5-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 | $123,245 | $60,022+105.3% | $88,946+38.6% | $84,808+45.3% |
| Participation rate | 10.0% | 57.8%-47.8pp | 68.8%-58.8pp | 68.3%-58.3pp |
| Annual return | 15.34% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $286 | $1,703-83.2% | $2,555-88.8% | $2,631-89.1% |
| Participant deferral / active EE | $1,774 | $3,114-43.0% | $4,581-61.3% | $4,212-57.9% |
| Admin fee / account holder | $2,449 | $4,811-49.1% | $8,261-70.4% | $7,344-66.7% |