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 | $98,717 | $54,705+80.5% | $71,209+38.6% | $84,808+16.4% |
| Participation rate | 39.6% | 64.1%-24.5pp | 73.8%-34.2pp | 68.3%-28.7pp |
| Annual return | 18.32% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $359 | $2,158-83.4% | $2,721-86.8% | $2,631-86.4% |
| Participant deferral / active EE | $1,819 | $3,030-40.0% | $4,175-56.4% | $4,212-56.8% |
| Admin fee / account holder | $34,409 | $4,863+607.5% | $5,349+543.3% | $7,344+368.6% |