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 | $127,227 | $65,365+94.6% | $92,893+37.0% | $72,985+74.3% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 19.03% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,244 | $2,594-52.0% | $3,653-65.9% | $2,440-49.0% |
| Participant deferral / active EE | $3,347 | $3,128+7.0% | $4,236-21.0% | $3,607-7.2% |
| Admin fee / account holder | $12,545 | $4,251+195.1% | $5,794+116.5% | $5,124+144.8% |