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 6-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 | $119,402 | $112,729+5.9% | $98,716+21.0% | $137,256-13.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 18.73% | 38.48%-19.7pp | 31.81%-13.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $630 | $2,725-76.9% | $2,279-72.3% | $4,156-84.8% |
| Participant deferral / active EE | $6,200 | $4,640+33.6% | $4,048+53.2% | $6,407-3.2% |
| Admin fee / account holder | $1,745 | $10,129-82.8% | $8,703-80.0% | $12,270-85.8% |