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 | $131,415 | $78,705+67.0% | $117,854+11.5% | $70,131+87.4% |
| Participation rate | 42.9% | 73.2%-30.3pp | 79.7%-36.8pp | 69.5%-26.7pp |
| Annual return | 16.87% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $778 | $2,223-65.0% | $3,786-79.5% | $2,342-66.8% |
| Participant deferral / active EE | $2,805 | $3,297-14.9% | $4,482-37.4% | $3,332-15.8% |
| Admin fee / account holder | $4,717 | $5,065-6.9% | $8,020-41.2% | $4,645+1.5% |