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 | $128,673 | $74,927+71.7% | $101,794+26.4% | $84,808+51.7% |
| Participation rate | 36.6% | 61.4%-24.8pp | 69.2%-32.6pp | 68.3%-31.7pp |
| Annual return | 13.22% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,225 | $1,522-19.5% | $2,289-46.5% | $2,631-53.4% |
| Participant deferral / active EE | $2,694 | $3,099-13.1% | $4,084-34.0% | $4,212-36.0% |
| Admin fee / account holder | $4,421 | $6,514-32.1% | $8,777-49.6% | $7,344-39.8% |