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 | $131,602 | $65,365+101.3% | $92,893+41.7% | $72,985+80.3% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 21.61% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,069 | $2,594-58.8% | $3,653-70.7% | $2,440-56.2% |
| Participant deferral / active EE | $2,709 | $3,128-13.4% | $4,236-36.1% | $3,607-24.9% |
| Admin fee / account holder | $2,518 | $4,251-40.8% | $5,794-56.5% | $5,124-50.9% |