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 | $107,576 | $59,101+82.0% | $77,163+39.4% | $75,163+43.1% |
| Participation rate | 38.3% | 63.9%-25.5pp | 69.6%-31.2pp | 67.2%-28.9pp |
| Annual return | 16.31% | 26.71%-10.4pp | 37.87%-21.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $780 | $1,995-60.9% | $2,535-69.2% | $2,670-70.8% |
| Participant deferral / active EE | $2,091 | $2,999-30.3% | $3,833-45.5% | $4,125-49.3% |
| Admin fee / account holder | $17,613 | $4,774+268.9% | $5,472+221.9% | $5,651+211.7% |