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 | $128,057 | $57,828+121.4% | $117,039+9.4% | $70,131+82.6% |
| Participation rate | 17.6% | 67.1%-49.5pp | 77.2%-59.5pp | 69.5%-51.9pp |
| Annual return | 15.65% | 17.55%-1.9pp | 18.95%-3.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $824 | $1,816-54.6% | $3,785-78.2% | $2,342-64.8% |
| Participant deferral / active EE | $1,345 | $2,438-44.8% | $3,929-65.8% | $3,332-59.6% |
| Admin fee / account holder | $1,476 | $3,548-58.4% | $5,974-75.3% | $4,645-68.2% |