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 | $132,870 | $60,022+121.4% | $88,946+49.4% | $84,808+56.7% |
| Participation rate | 9.8% | 57.8%-48.1pp | 68.8%-59.1pp | 68.3%-58.6pp |
| Annual return | 15.70% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $709 | $1,703-58.4% | $2,555-72.3% | $2,631-73.1% |
| Participant deferral / active EE | $1,678 | $3,114-46.1% | $4,581-63.4% | $4,212-60.2% |
| Admin fee / account holder | $8,251 | $4,811+71.5% | $8,261-0.1% | $7,344+12.4% |