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 | $125,490 | $89,753+39.8% | $107,525+16.7% | $84,808+48.0% |
| Participation rate | 34.5% | 68.1%-33.6pp | 75.1%-40.6pp | 68.3%-33.8pp |
| Annual return | 19.56% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,509 | $3,113-51.5% | $3,754-59.8% | $2,631-42.7% |
| Participant deferral / active EE | $2,427 | $4,056-40.2% | $5,116-52.6% | $4,212-42.4% |
| Admin fee / account holder | $4,763 | $7,222-34.1% | $8,919-46.6% | $7,344-35.1% |