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 | $118,146 | $57,541+105.3% | $95,745+23.4% | $75,163+57.2% |
| Participation rate | 48.5% | 62.5%-14.0pp | 72.3%-23.8pp | 67.2%-18.7pp |
| Annual return | 18.73% | 34.93%-16.2pp | 28.35%-9.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $677 | $1,808-62.5% | $2,835-76.1% | $2,670-74.6% |
| Participant deferral / active EE | $2,651 | $3,074-13.7% | $4,245-37.5% | $4,125-35.7% |
| Admin fee / account holder | $10,662 | $4,099+160.1% | $5,678+87.8% | $5,651+88.7% |