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 | $91,049 | $49,138+85.3% | $84,015+8.4% | $65,185+39.7% |
| Participation rate | 34.7% | 60.7%-26.1pp | 69.0%-34.4pp | 70.2%-35.5pp |
| Annual return | 19.69% | 23.00%-3.3pp | 71.31%-51.6pp | 29.38%-9.7pp |
| Employer contribution / active EE | $270 | $914-70.4% | $1,983-86.4% | $2,177-87.6% |
| Participant deferral / active EE | $2,529 | $2,397+5.5% | $3,239-21.9% | $3,514-28.0% |
| Admin fee / account holder | $17,245 | $543+3073.8% | $6,101+182.7% | $847+1935.8% |