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 | $79,735 | $46,869+70.1% | $122,332-34.8% | $70,131+13.7% |
| Participation rate | 40.0% | 58.2%-18.2pp | 71.6%-31.6pp | 69.5%-29.5pp |
| Annual return | 18.01% | 24.22%-6.2pp | 30.27%-12.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $282 | $1,288-78.1% | $4,050-93.0% | $2,342-88.0% |
| Participant deferral / active EE | $1,566 | $2,166-27.7% | $3,287-52.4% | $3,332-53.0% |
| Admin fee / account holder | $9,758 | $3,322+193.7% | $5,478+78.1% | $4,645+110.1% |