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 | $129,207 | $65,041+98.7% | $90,951+42.1% | $79,858+61.8% |
| Participation rate | 11.4% | 61.6%-50.2pp | 69.0%-57.6pp | 69.6%-58.2pp |
| Annual return | 18.60% | 30.45%-11.9pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $851 | $1,247-31.8% | $2,122-59.9% | $2,471-65.6% |
| Participant deferral / active EE | $2,938 | $2,512+17.0% | $3,373-12.9% | $3,740-21.4% |
| Admin fee / account holder | $9,175 | $4,536+102.3% | $5,959+54.0% | $5,306+72.9% |