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 | $130,865 | $78,422+66.9% | $95,952+36.4% | $79,858+63.9% |
| Participation rate | 63.2% | 73.5%-10.3pp | 77.1%-13.9pp | 69.6%-6.5pp |
| Annual return | 33.38% | 19.37%+14.0pp | 91.61%-58.2pp | 31.71%+1.7pp |
| Employer contribution / active EE | $491 | $1,945-74.7% | $2,541-80.7% | $2,471-80.1% |
| Participant deferral / active EE | $3,139 | $3,440-8.8% | $4,167-24.7% | $3,740-16.1% |
| Admin fee / account holder | $15,701 | $5,622+179.3% | $6,795+131.1% | $5,306+195.9% |