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 | $127,317 | $78,422+62.3% | $95,952+32.7% | $79,858+59.4% |
| Participation rate | 51.5% | 73.5%-22.0pp | 77.1%-25.6pp | 69.6%-18.1pp |
| Annual return | 13.56% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $727 | $1,945-62.6% | $2,541-71.4% | $2,471-70.6% |
| Participant deferral / active EE | $2,186 | $3,440-36.4% | $4,167-47.5% | $3,740-41.5% |
| Admin fee / account holder | $6,731 | $5,622+19.7% | $6,795-1.0% | $5,306+26.8% |