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 | $151,666 | $78,926+92.2% | $136,749+10.9% | $84,808+78.8% |
| Participation rate | 39.5% | 62.2%-22.7pp | 72.1%-32.7pp | 68.3%-28.8pp |
| Annual return | 14.38% | 18.17%-3.8pp | 24.33%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $828 | $2,134-61.2% | $3,400-75.6% | $2,631-68.5% |
| Participant deferral / active EE | $1,492 | $3,168-52.9% | $4,692-68.2% | $4,212-64.6% |
| Admin fee / account holder | $10,645 | $6,369+67.1% | $11,386-6.5% | $7,344+44.9% |