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 | $116,593 | $65,561+77.8% | $86,188+35.3% | $75,163+55.1% |
| Participation rate | 44.4% | 60.5%-16.0pp | 69.0%-24.5pp | 67.2%-22.7pp |
| Annual return | 17.91% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $407 | $1,553-73.8% | $2,380-82.9% | $2,670-84.7% |
| Participant deferral / active EE | $2,662 | $3,024-12.0% | $3,985-33.2% | $4,125-35.5% |
| Admin fee / account holder | $9,197 | $5,474+68.0% | $6,852+34.2% | $5,651+62.7% |