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 | $118,684 | $90,503+31.1% | $78,689+50.8% | $273,961-56.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 3.92% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $912 | $3,176-71.3% | $2,851-68.0% | $4,869-81.3% |
| Participant deferral / active EE | $2,459 | $3,901-37.0% | $3,517-30.1% | $5,287-53.5% |
| Admin fee / account holder | $21,222 | $5,263+303.2% | $4,510+370.5% | $10,132+109.5% |