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 7-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 | $130,530 | $65,041+100.7% | $90,951+43.5% | $79,858+63.5% |
| Participation rate | 48.3% | 61.6%-13.3pp | 69.0%-20.7pp | 69.6%-21.4pp |
| Annual return | 16.34% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $739 | $1,247-40.7% | $2,122-65.2% | $2,471-70.1% |
| Participant deferral / active EE | $3,004 | $2,512+19.6% | $3,373-10.9% | $3,740-19.7% |
| Admin fee / account holder | $1,039 | $4,536-77.1% | $5,959-82.6% | $5,306-80.4% |