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 | $126,263 | $65,365+93.2% | $92,893+35.9% | $72,985+73.0% |
| Participation rate | 36.4% | 68.3%-31.9pp | 76.0%-39.6pp | 69.5%-33.1pp |
| Annual return | 22.99% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $990 | $2,594-61.8% | $3,653-72.9% | $2,440-59.4% |
| Participant deferral / active EE | $2,943 | $3,128-5.9% | $4,236-30.5% | $3,607-18.4% |
| Admin fee / account holder | $46,735 | $4,251+999.3% | $5,794+706.6% | $5,124+812.0% |