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 | $125,056 | $25,014+400.0% | $69,647+79.6% | $80,856+54.7% |
| Participation rate | 31.1% | 64.2%-33.1pp | 66.5%-35.3pp | 67.6%-36.5pp |
| Annual return | 14.86% | 19.07%-4.2pp | 100.48%-85.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $750 | $993-24.5% | $1,712-56.2% | $2,755-72.8% |
| Participant deferral / active EE | $1,831 | $1,839-0.4% | $2,886-36.6% | $4,296-57.4% |
| Admin fee / account holder | $7,059 | $2,488+183.7% | $4,713+49.8% | $6,918+2.0% |