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 | $129,543 | $66,402+95.1% | $109,895+17.9% | $85,850+50.9% |
| Participation rate | 34.5% | 63.9%-29.4pp | 74.2%-39.7pp | 69.3%-34.8pp |
| Annual return | 17.39% | 19.59%-2.2pp | 29.45%-12.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $525 | $1,687-68.9% | $2,842-81.5% | $2,565-79.5% |
| Participant deferral / active EE | $1,935 | $2,842-31.9% | $4,048-52.2% | $3,952-51.0% |
| Admin fee / account holder | $11,561 | $4,557+153.7% | $6,066+90.6% | $6,260+84.7% |