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 | $65,223 | $46,869+39.2% | $122,332-46.7% | $70,131-7.0% |
| Participation rate | 34.6% | 58.2%-23.6pp | 71.6%-37.1pp | 69.5%-35.0pp |
| Annual return | 16.01% | 24.22%-8.2pp | 30.27%-14.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $595 | $1,288-53.8% | $4,050-85.3% | $2,342-74.6% |
| Participant deferral / active EE | $1,586 | $2,166-26.8% | $3,287-51.7% | $3,332-52.4% |
| Admin fee / account holder | $19,690 | $3,322+492.6% | $5,478+259.5% | $4,645+323.9% |