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 | $119,927 | $39,019+207.4% | $80,716+48.6% | $85,850+39.7% |
| Participation rate | 38.2% | 41.5%-3.3pp | 54.2%-15.9pp | 69.3%-31.1pp |
| Annual return | 13.88% | 26.27%-12.4pp | 87.28%-73.4pp | 318.53%-304.6pp |
| Employer contribution / active EE | $636 | $722-11.9% | $1,160-45.2% | $2,565-75.2% |
| Participant deferral / active EE | $2,254 | $1,326+70.0% | $2,146+5.0% | $3,952-43.0% |
| Admin fee / account holder | $2,607 | $2,431+7.3% | $3,380-22.9% | $6,260-58.3% |