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 | $145,658 | $68,914+111.4% | $136,749+6.5% | $74,304+96.0% |
| Participation rate | 12.9% | 51.3%-38.4pp | 72.1%-59.2pp | 60.3%-47.4pp |
| Annual return | 14.29% | 16.34%-2.1pp | 24.33%-10.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $479 | $1,561-69.3% | $3,400-85.9% | $2,241-78.6% |
| Participant deferral / active EE | $1,106 | $2,541-56.5% | $4,692-76.4% | $3,767-70.7% |
| Admin fee / account holder | $5,863 | $3,149+86.2% | $11,386-48.5% | $2,969+97.5% |