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 7-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 | $156,107 | $79,944+95.3% | $98,439+58.6% | $75,163+107.7% |
| Participation rate | 50.7% | 70.4%-19.6pp | 75.2%-24.4pp | 67.2%-16.4pp |
| Annual return | 18.89% | 19.75%-0.9pp | 21.16%-2.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $745 | $2,264-67.1% | $3,048-75.6% | $2,670-72.1% |
| Participant deferral / active EE | $3,189 | $3,752-15.0% | $4,738-32.7% | $4,125-22.7% |
| Admin fee / account holder | $11,963 | $6,840+74.9% | $8,948+33.7% | $5,651+111.7% |