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 | $128,912 | $65,041+98.2% | $90,951+41.7% | $79,858+61.4% |
| Participation rate | 32.4% | 61.6%-29.2pp | 69.0%-36.6pp | 69.6%-37.2pp |
| Annual return | 14.34% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,341 | $1,247+7.5% | $2,122-36.8% | $2,471-45.7% |
| Participant deferral / active EE | $3,068 | $2,512+22.1% | $3,373-9.0% | $3,740-18.0% |
| Admin fee / account holder | $3,979 | $4,536-12.3% | $5,959-33.2% | $5,306-25.0% |