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 | $121,829 | $102,604+18.7% | $86,188+41.4% | $139,434-12.6% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.0%-26.9pp | 80.3%-38.2pp |
| Annual return | 21.83% | 1922.51%-1900.7pp | 1168.45%-1146.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $646 | $3,032-78.7% | $2,380-72.9% | $4,751-86.4% |
| Participant deferral / active EE | $2,127 | $4,676-54.5% | $3,985-46.6% | $6,710-68.3% |
| Admin fee / account holder | $8,532 | $8,657-1.4% | $6,852+24.5% | $11,403-25.2% |