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 | $146,642 | $74,927+95.7% | $101,794+44.1% | $84,808+72.9% |
| Participation rate | 48.9% | 61.4%-12.5pp | 69.2%-20.3pp | 68.3%-19.4pp |
| Annual return | 14.19% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $594 | $1,522-61.0% | $2,289-74.1% | $2,631-77.4% |
| Participant deferral / active EE | $1,940 | $3,099-37.4% | $4,084-52.5% | $4,212-53.9% |
| Admin fee / account holder | $44,226 | $6,514+579.0% | $8,777+403.9% | $7,344+502.2% |