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 | $131,542 | $73,787+78.3% | $98,716+33.3% | $82,448+59.5% |
| Participation rate | 50.7% | 61.4%-10.7pp | 69.3%-18.6pp | 68.1%-17.4pp |
| Annual return | 21.18% | 18.57%+2.6pp | 31.81%-10.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $816 | $1,511-46.0% | $2,279-64.2% | $2,551-68.0% |
| Participant deferral / active EE | $4,093 | $3,081+32.8% | $4,048+1.1% | $4,139-1.1% |
| Admin fee / account holder | $29,148 | $6,500+348.4% | $8,703+234.9% | $7,234+302.9% |