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 8-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 | $138,558 | $44,960+208.2% | $84,966+63.1% | $74,495+86.0% |
| Participation rate | 50.9% | 49.4%+1.6pp | 67.5%-16.6pp | 67.2%-16.3pp |
| Annual return | 14.79% | 26.24%-11.5pp | 66.38%-51.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $426 | $1,457-70.7% | $2,727-84.4% | $2,623-83.7% |
| Participant deferral / active EE | $2,035 | $2,731-25.5% | $4,519-55.0% | $4,346-53.2% |
| Admin fee / account holder | $10,359 | $2,209+368.9% | $6,149+68.5% | $1,942+433.5% |