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 | $142,414 | $95,803+48.7% | $113,168+25.8% | $84,808+67.9% |
| Participation rate | 35.3% | 72.9%-37.6pp | 76.6%-41.3pp | 68.3%-33.0pp |
| Annual return | 16.89% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,115 | $2,360-52.7% | $2,975-62.5% | $2,631-57.6% |
| Participant deferral / active EE | $2,201 | $4,242-48.1% | $5,107-56.9% | $4,212-47.7% |
| Admin fee / account holder | $4,771 | $8,989-46.9% | $12,068-60.5% | $7,344-35.0% |