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 | $144,271 | $64,480+123.7% | $81,382+77.3% | $80,856+78.4% |
| Participation rate | 44.0% | 63.9%-19.9pp | 69.5%-25.5pp | 67.6%-23.6pp |
| Annual return | 19.53% | 16.34%+3.2pp | 24.73%-5.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,688 | $1,978-14.7% | $2,463-31.5% | $2,755-38.7% |
| Participant deferral / active EE | $2,625 | $3,094-15.1% | $3,883-32.4% | $4,296-38.9% |
| Admin fee / account holder | $36,432 | $5,671+542.4% | $5,768+531.6% | $6,918+426.6% |