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 | $138,429 | $95,803+44.5% | $113,168+22.3% | $84,808+63.2% |
| Participation rate | 43.2% | 72.9%-29.7pp | 76.6%-33.4pp | 68.3%-25.1pp |
| Annual return | 13.91% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,392 | $2,360-41.0% | $2,975-53.2% | $2,631-47.1% |
| Participant deferral / active EE | $3,574 | $4,242-15.7% | $5,107-30.0% | $4,212-15.1% |
| Admin fee / account holder | $33,665 | $8,989+274.5% | $12,068+179.0% | $7,344+358.4% |