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 5-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 | $121,593 | $60,022+102.6% | $88,946+36.7% | $84,808+43.4% |
| Participation rate | 41.2% | 57.8%-16.7pp | 68.8%-27.7pp | 68.3%-27.1pp |
| Annual return | 65.14% | 22.43%+42.7pp | 57.82%+7.3pp | 40.90%+24.2pp |
| Employer contribution / active EE | $1,235 | $1,703-27.5% | $2,555-51.7% | $2,631-53.1% |
| Participant deferral / active EE | $1,657 | $3,114-46.8% | $4,581-63.8% | $4,212-60.7% |
| Admin fee / account holder | $4,254 | $4,811-11.6% | $8,261-48.5% | $7,344-42.1% |