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 | $80,248 | $51,175+56.8% | $70,515+13.8% | $75,163+6.8% |
| Participation rate | 39.3% | 60.9%-21.7pp | 68.3%-29.1pp | 67.2%-27.9pp |
| Annual return | 16.11% | 30.02%-13.9pp | 32.77%-16.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $606 | $1,826-66.8% | $2,973-79.6% | $2,670-77.3% |
| Participant deferral / active EE | $1,689 | $2,849-40.7% | $4,567-63.0% | $4,125-59.0% |
| Admin fee / account holder | $22,907 | $4,091+460.0% | $6,412+257.2% | $5,651+305.4% |