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 | $97,966 | $43,075+127.4% | $74,583+31.4% | $62,891+55.8% |
| Participation rate | 27.5% | 58.1%-30.6pp | 68.1%-40.6pp | 69.3%-41.8pp |
| Annual return | 7.89% | 17.50%-9.6pp | 20.47%-12.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,279 | $1,498-14.6% | $2,525-49.4% | $2,281-43.9% |
| Participant deferral / active EE | $1,850 | $2,389-22.6% | $3,458-46.5% | $3,203-42.2% |
| Admin fee / account holder | $22,360 | $2,840+687.4% | $4,138+440.4% | $4,296+420.5% |