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 | $107,377 | $67,411+59.3% | $91,001+18.0% | $70,131+53.1% |
| Participation rate | 62.1% | 71.4%-9.3pp | 75.6%-13.5pp | 69.5%-7.5pp |
| Annual return | 15.51% | -40.16%+55.7pp | 4.60%+10.9pp | 73.14%-57.6pp |
| Employer contribution / active EE | $761 | $1,786-57.4% | $2,456-69.0% | $2,342-67.5% |
| Participant deferral / active EE | $2,593 | $2,823-8.1% | $3,547-26.9% | $3,332-22.2% |
| Admin fee / account holder | $39,562 | $4,236+833.9% | $5,417+630.3% | $4,645+751.6% |