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 | $135,711 | $101,724+33.4% | $164,813-17.7% | $80,856+67.8% |
| Participation rate | 37.1% | 71.8%-34.7pp | 78.6%-41.5pp | 67.6%-30.5pp |
| Annual return | 38.56% | 16.72%+21.8pp | 69.93%-31.4pp | 35.59%+3.0pp |
| Employer contribution / active EE | $1,692 | $2,953-42.7% | $4,341-61.0% | $2,755-38.6% |
| Participant deferral / active EE | $5,573 | $4,477+24.5% | $6,031-7.6% | $4,296+29.7% |
| Admin fee / account holder | $2,370 | $8,227-71.2% | $12,690-81.3% | $6,918-65.7% |