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 | $131,736 | $66,098+99.3% | $101,794+29.4% | $74,304+77.3% |
| Participation rate | 17.3% | 53.8%-36.4pp | 69.2%-51.9pp | 60.3%-43.0pp |
| Annual return | 15.15% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $852 | $1,082-21.2% | $2,289-62.8% | $2,241-62.0% |
| Participant deferral / active EE | $1,758 | $2,781-36.8% | $4,084-57.0% | $3,767-53.3% |
| Admin fee / account holder | $18,407 | $4,146+344.0% | $8,777+109.7% | $2,969+520.0% |