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 | $128,514 | $53,053+142.2% | $126,539+1.6% | $74,304+73.0% |
| Participation rate | 32.4% | 48.0%-15.7pp | 69.8%-37.4pp | 60.3%-28.0pp |
| Annual return | 16.06% | 29.46%-13.4pp | 425.95%-409.9pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,476 | $1,168+26.4% | $3,674-59.8% | $2,241-34.2% |
| Participant deferral / active EE | $1,948 | $2,303-15.4% | $4,083-52.3% | $3,767-48.3% |
| Admin fee / account holder | $4,023 | $3,698+8.8% | $6,065-33.7% | $2,969+35.5% |