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 | $137,837 | $56,110+145.7% | $94,993+45.1% | $70,131+96.5% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.9%-38.2pp | 69.5%-33.8pp |
| Annual return | 19.98% | 51.02%-31.0pp | 27.12%-7.1pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,008 | $1,442-30.1% | $2,603-61.3% | $2,342-57.0% |
| Participant deferral / active EE | $1,931 | $2,391-19.3% | $3,317-41.8% | $3,332-42.0% |
| Admin fee / account holder | $1,076 | $3,456-68.9% | $4,960-78.3% | $4,645-76.8% |