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 | $98,122 | $56,317+74.2% | $71,209+37.8% | $74,304+32.1% |
| Participation rate | 32.4% | 55.1%-22.7pp | 73.8%-41.4pp | 60.3%-28.0pp |
| Annual return | 13.67% | 42.83%-29.2pp | 282.51%-268.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,425 | $2,160-34.0% | $2,721-47.6% | $2,241-36.4% |
| Participant deferral / active EE | $2,119 | $2,788-24.0% | $4,175-49.2% | $3,767-43.7% |
| Admin fee / account holder | $3,798 | $2,290+65.9% | $5,349-29.0% | $2,969+27.9% |