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 | $128,231 | $72,277+77.4% | $101,248+26.7% | $79,858+60.6% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 13.25% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,220 | $2,692-54.7% | $3,660-66.7% | $2,471-50.6% |
| Participant deferral / active EE | $2,088 | $3,282-36.4% | $4,370-52.2% | $3,740-44.2% |
| Admin fee / account holder | $2,301 | $4,400-47.7% | $5,945-61.3% | $5,306-56.6% |