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 | $122,943 | $65,246+88.4% | $98,716+24.5% | $67,986+80.8% |
| Participation rate | 31.3% | 51.4%-20.2pp | 69.3%-38.0pp | 57.2%-26.0pp |
| Annual return | 12.85% | 20.58%-7.7pp | 31.81%-19.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $384 | $1,042-63.1% | $2,279-83.1% | $2,019-81.0% |
| Participant deferral / active EE | $2,504 | $2,594-3.5% | $4,048-38.1% | $3,358-25.4% |
| Admin fee / account holder | $22,538 | $4,561+394.2% | $8,703+159.0% | $3,203+603.6% |