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 | $96,484+33.0% | $156,263-17.9% | $74,304+72.7% |
| Participation rate | 54.0% | 67.7%-13.6pp | 78.9%-24.9pp | 60.3%-6.3pp |
| Annual return | 17.58% | 17.73%-0.1pp | 59.47%-41.9pp | 29.43%-11.9pp |
| Employer contribution / active EE | $999 | $2,528-60.5% | $4,333-76.9% | $2,241-55.4% |
| Participant deferral / active EE | $3,244 | $4,286-24.3% | $6,158-47.3% | $3,767-13.9% |
| Admin fee / account holder | $10,934 | $3,728+193.3% | $14,255-23.3% | $2,969+268.3% |