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 | $129,281 | $83,477+54.9% | $125,175+3.3% | $72,985+77.1% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.5%-17.5pp |
| Annual return | 18.06% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,576 | $2,345-32.8% | $3,865-59.2% | $2,440-35.4% |
| Participant deferral / active EE | $4,182 | $3,585+16.7% | $4,937-15.3% | $3,607+15.9% |
| Admin fee / account holder | $20,003 | $5,517+262.5% | $9,702+106.2% | $5,124+290.4% |