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 | $125,084 | $72,277+73.1% | $101,248+23.5% | $79,858+56.6% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | 15.41% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,398 | $3,282-26.9% | $4,370-45.1% | $3,740-35.9% |
| Admin fee / account holder | $1,610 | $4,400-63.4% | $5,945-72.9% | $5,306-69.7% |