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 | $107,655 | $55,706+93.3% | $75,886+41.9% | $72,985+47.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 21.00% | 27.59%-6.6pp | 30.76%-9.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $688 | $1,687-59.2% | $2,500-72.5% | $2,440-71.8% |
| Participant deferral / active EE | $2,954 | $2,634+12.2% | $3,603-18.0% | $3,607-18.1% |
| Admin fee / account holder | $11,491 | $3,978+188.8% | $5,418+112.1% | $5,124+124.2% |