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 | $200,883 | $86,929+131.1% | $102,423+96.1% | $80,856+148.4% |
| Participation rate | 57.4% | 72.4%-14.9pp | 76.5%-19.0pp | 67.6%-10.2pp |
| Annual return | 15.33% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $844 | $2,369-64.4% | $3,023-72.1% | $2,755-69.4% |
| Participant deferral / active EE | $4,219 | $4,118+2.4% | $5,053-16.5% | $4,296-1.8% |
| Admin fee / account holder | $45,205 | $8,049+461.6% | $9,451+378.3% | $6,918+553.4% |