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 | $97,087 | $35,183+175.9% | $73,545+32.0% | $70,131+38.4% |
| Participation rate | 49.1% | 42.9%+6.1pp | 54.9%-5.9pp | 69.5%-20.5pp |
| Annual return | 18.16% | 26.90%-8.7pp | -15.16%+33.3pp | 73.14%-55.0pp |
| Employer contribution / active EE | $692 | $709-2.4% | $1,219-43.2% | $2,342-70.5% |
| Participant deferral / active EE | $1,400 | $1,220+14.8% | $1,806-22.5% | $3,332-58.0% |
| Admin fee / account holder | $10,365 | $2,302+350.2% | $2,320+346.8% | $4,645+123.1% |