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 | $138,295 | $57,016+142.6% | $84,966+62.8% | $80,856+71.0% |
| Participation rate | 39.0% | 56.3%-17.3pp | 67.5%-28.5pp | 67.6%-28.6pp |
| Annual return | 19.52% | 21.66%-2.1pp | 66.38%-46.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,445 | $1,798-19.6% | $2,727-47.0% | $2,755-47.6% |
| Participant deferral / active EE | $2,862 | $3,110-8.0% | $4,519-36.7% | $4,296-33.4% |
| Admin fee / account holder | $357 | $4,980-92.8% | $6,149-94.2% | $6,918-94.8% |