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 | $125,044 | $55,371+125.8% | $95,585+30.8% | $74,304+68.3% |
| Participation rate | 57.5% | 53.8%+3.7pp | 72.1%-14.6pp | 60.3%-2.8pp |
| Annual return | 15.13% | 24.26%-9.1pp | 38.56%-23.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $916 | $1,437-36.3% | $2,527-63.8% | $2,241-59.1% |
| Participant deferral / active EE | $1,403 | $2,955-52.5% | $4,023-65.1% | $3,767-62.8% |
| Admin fee / account holder | $9,652 | $2,620+268.4% | $6,127+57.5% | $2,969+225.1% |