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 | $128,222 | $65,041+97.1% | $90,951+41.0% | $79,858+60.6% |
| Participation rate | 37.8% | 61.6%-23.8pp | 69.0%-31.2pp | 69.6%-31.8pp |
| Annual return | 14.61% | 30.45%-15.8pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $796 | $1,247-36.2% | $2,122-62.5% | $2,471-67.8% |
| Participant deferral / active EE | $1,439 | $2,512-42.7% | $3,373-57.3% | $3,740-61.5% |
| Admin fee / account holder | $7,253 | $4,536+59.9% | $5,959+21.7% | $5,306+36.7% |