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 | $125,537 | $61,605+103.8% | $112,229+11.9% | $75,163+67.0% |
| Participation rate | 28.6% | 61.7%-33.1pp | 72.4%-43.9pp | 67.2%-38.6pp |
| Annual return | 13.98% | 28.47%-14.5pp | 30.20%-16.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $998 | $2,015-50.5% | $3,430-70.9% | $2,670-62.6% |
| Participant deferral / active EE | $2,151 | $3,108-30.8% | $4,798-55.2% | $4,125-47.8% |
| Admin fee / account holder | $2,070 | $4,862-57.4% | $7,748-73.3% | $5,651-63.4% |