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 | $80,674 | $43,327+86.2% | $59,878+34.7% | $64,186+25.7% |
| Participation rate | 37.5% | 69.2%-31.7pp | 74.7%-37.2pp | 69.6%-32.1pp |
| Annual return | 11.17% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $516 | $2,028-74.6% | $2,722-81.0% | $2,381-78.3% |
| Participant deferral / active EE | $1,978 | $2,546-22.3% | $3,402-41.9% | $3,470-43.0% |
| Admin fee / account holder | $9,381 | $3,005+212.2% | $3,590+161.3% | $4,888+91.9% |