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 | $82,407 | $51,708+59.4% | $106,619-22.7% | $62,891+31.0% |
| Participation rate | 25.0% | 66.9%-41.9pp | 78.0%-53.0pp | 69.3%-44.3pp |
| Annual return | 13.13% | 4.69%+8.4pp | 9.42%+3.7pp | 20.14%-7.0pp |
| Employer contribution / active EE | $460 | $1,764-73.9% | $3,947-88.3% | $2,281-79.8% |
| Participant deferral / active EE | $1,149 | $2,315-50.4% | $3,930-70.8% | $3,203-64.1% |
| Admin fee / account holder | $306 | $3,349-90.9% | $6,418-95.2% | $4,296-92.9% |