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 | $124,234 | $78,672+57.9% | $109,143+13.8% | $85,850+44.7% |
| Participation rate | 20.5% | 68.3%-47.8pp | 75.9%-55.4pp | 69.3%-48.8pp |
| Annual return | 12.57% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $968 | $2,735-64.6% | $3,722-74.0% | $2,565-62.3% |
| Participant deferral / active EE | $3,073 | $3,467-11.4% | $4,653-34.0% | $3,952-22.2% |
| Admin fee / account holder | $795 | $5,469-85.5% | $6,752-88.2% | $6,260-87.3% |