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 | $98,738 | $57,590+71.4% | $86,233+14.5% | $82,448+19.8% |
| Participation rate | 34.6% | 57.9%-23.2pp | 69.0%-34.4pp | 68.1%-33.5pp |
| Annual return | 15.26% | 22.41%-7.2pp | 61.39%-46.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $849 | $1,655-48.7% | $2,504-66.1% | $2,551-66.7% |
| Participant deferral / active EE | $1,706 | $3,080-44.6% | $4,559-62.6% | $4,139-58.8% |
| Admin fee / account holder | $50,239 | $4,730+962.0% | $8,342+502.2% | $7,234+594.4% |