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 | $74,927+75.6% | $101,794+29.2% | $84,808+55.1% |
| Participation rate | 50.7% | 61.4%-10.7pp | 69.2%-18.5pp | 68.3%-17.6pp |
| Annual return | 21.18% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $816 | $1,522-46.4% | $2,289-64.4% | $2,631-69.0% |
| Participant deferral / active EE | $4,093 | $3,099+32.1% | $4,084+0.2% | $4,212-2.8% |
| Admin fee / account holder | $29,148 | $6,514+347.5% | $8,777+232.1% | $7,344+296.9% |