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 | $138,151 | $86,929+58.9% | $102,423+34.9% | $80,856+70.9% |
| Participation rate | 57.8% | 72.4%-14.6pp | 76.5%-18.7pp | 67.6%-9.8pp |
| Annual return | 13.78% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $902 | $2,369-61.9% | $3,023-70.2% | $2,755-67.3% |
| Participant deferral / active EE | $3,337 | $4,118-19.0% | $5,053-34.0% | $4,296-22.3% |
| Admin fee / account holder | $2,256 | $8,049-72.0% | $9,451-76.1% | $6,918-67.4% |