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 | $129,151 | $86,929+48.6% | $102,423+26.1% | $80,856+59.7% |
| Participation rate | 53.8% | 72.4%-18.6pp | 76.5%-22.7pp | 67.6%-13.9pp |
| Annual return | 14.72% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,524 | $2,369-35.7% | $3,023-49.6% | $2,755-44.7% |
| Participant deferral / active EE | $3,021 | $4,118-26.6% | $5,053-40.2% | $4,296-29.7% |
| Admin fee / account holder | $7,887 | $8,049-2.0% | $9,451-16.5% | $6,918+14.0% |