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 | $112,527 | $68,719+63.8% | $91,541+22.9% | $84,808+32.7% |
| Participation rate | 34.8% | 64.5%-29.7pp | 69.8%-35.0pp | 68.3%-33.5pp |
| Annual return | 19.24% | 19.12%+0.1pp | 20.50%-1.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,014 | $1,920-47.2% | $2,505-59.5% | $2,631-61.5% |
| Participant deferral / active EE | $1,912 | $3,136-39.0% | $4,008-52.3% | $4,212-54.6% |
| Admin fee / account holder | $28,141 | $5,786+386.3% | $6,956+304.5% | $7,344+283.2% |