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 | $136,785 | $67,606+102.3% | $82,313+66.2% | $70,131+95.0% |
| Participation rate | 49.4% | 72.8%-23.4pp | 76.9%-27.5pp | 69.5%-20.2pp |
| Annual return | 15.64% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,288 | $1,755-26.6% | $2,428-47.0% | $2,342-45.0% |
| Participant deferral / active EE | $2,876 | $2,987-3.7% | $3,706-22.4% | $3,332-13.7% |
| Admin fee / account holder | $13,566 | $4,512+200.7% | $5,608+141.9% | $4,645+192.0% |