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 | $95,128 | $54,541+74.4% | $78,778+20.8% | $70,131+35.6% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.2%-26.3pp | 69.5%-26.7pp |
| Annual return | 14.34% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $244 | $1,089-77.6% | $1,986-87.7% | $2,342-89.6% |
| Participant deferral / active EE | $1,733 | $2,210-21.6% | $2,958-41.4% | $3,332-48.0% |
| Admin fee / account holder | $14,123 | $3,709+280.8% | $5,134+175.1% | $4,645+204.0% |