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 5-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 | $124,898 | $22,587+453.0% | $65,255+91.4% | $75,163+66.2% |
| Participation rate | 26.5% | 63.1%-36.6pp | 65.0%-38.5pp | 67.2%-40.7pp |
| Annual return | 22.38% | 71.03%-48.7pp | 47.35%-25.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $929 | $941-1.3% | $1,691-45.1% | $2,670-65.2% |
| Participant deferral / active EE | $1,771 | $1,695+4.5% | $2,831-37.4% | $4,125-57.1% |
| Admin fee / account holder | $1,289 | $1,876-31.3% | $4,112-68.7% | $5,651-77.2% |