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 | $129,283 | $95,266+35.7% | $82,389+56.9% | $142,382-9.2% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 15.42% | 25.74%-10.3pp | 28.67%-13.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,377 | $2,991-54.0% | $2,517-45.3% | $4,299-68.0% |
| Participant deferral / active EE | $8,711 | $4,809+81.2% | $4,155+109.7% | $6,507+33.9% |
| Admin fee / account holder | $2,831 | $8,563-66.9% | $7,231-60.8% | $12,624-77.6% |