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 | $118,848 | $72,492+63.9% | $87,100+36.4% | $72,985+62.8% |
| Participation rate | 51.9% | 72.8%-20.9pp | 76.9%-24.9pp | 69.5%-17.6pp |
| Annual return | 26.69% | 24.46%+2.2pp | 28.19%-1.5pp | 81.00%-54.3pp |
| Employer contribution / active EE | $836 | $1,894-55.9% | $2,521-66.8% | $2,440-65.7% |
| Participant deferral / active EE | $2,304 | $3,270-29.5% | $4,049-43.1% | $3,607-36.1% |
| Admin fee / account holder | $2,058 | $5,055-59.3% | $7,497-72.5% | $5,124-59.8% |