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 | $72,163 | $44,960+60.5% | $84,966-15.1% | $74,495-3.1% |
| Participation rate | 30.4% | 49.4%-19.0pp | 67.5%-37.1pp | 67.2%-36.8pp |
| Annual return | 12.16% | 26.24%-14.1pp | 66.38%-54.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $600 | $1,457-58.8% | $2,727-78.0% | $2,623-77.1% |
| Participant deferral / active EE | $1,129 | $2,731-58.6% | $4,519-75.0% | $4,346-74.0% |
| Admin fee / account holder | $4,660 | $2,209+110.9% | $6,149-24.2% | $1,942+140.0% |