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 | $128,356 | $91,760+39.9% | $156,181-17.8% | $67,986+88.8% |
| Participation rate | 54.0% | 65.0%-11.0pp | 78.8%-24.8pp | 57.2%-3.2pp |
| Annual return | 17.58% | 18.14%-0.6pp | 64.87%-47.3pp | 31.67%-14.1pp |
| Employer contribution / active EE | $999 | $2,419-58.7% | $4,294-76.7% | $2,019-50.5% |
| Participant deferral / active EE | $3,244 | $3,960-18.1% | $6,132-47.1% | $3,358-3.4% |
| Admin fee / account holder | $10,934 | $3,949+176.9% | $14,586-25.0% | $3,203+241.3% |