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 8-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 | $112,143 | $48,046+133.4% | $84,611+32.5% | $72,985+53.7% |
| Participation rate | 51.4% | 57.6%-6.2pp | 68.2%-16.8pp | 69.5%-18.1pp |
| Annual return | 19.26% | 37.38%-18.1pp | 258.74%-239.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,413 | $1,602-11.8% | $2,652-46.7% | $2,440-42.1% |
| Participant deferral / active EE | $3,415 | $2,680+27.4% | $3,899-12.4% | $3,607-5.3% |
| Admin fee / account holder | $2,193 | $3,395-35.4% | $4,912-55.4% | $5,124-57.2% |