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 | $119,438 | $81,208+47.1% | $98,907+20.8% | $79,858+49.6% |
| Participation rate | 54.6% | 72.5%-17.9pp | 76.0%-21.4pp | 69.6%-15.0pp |
| Annual return | 15.09% | 60.99%-45.9pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $644 | $1,960-67.1% | $2,689-76.0% | $2,471-73.9% |
| Participant deferral / active EE | $2,097 | $3,265-35.8% | $4,244-50.6% | $3,740-43.9% |
| Admin fee / account holder | $6,999 | $6,013+16.4% | $6,642+5.4% | $5,306+31.9% |