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 | $112,642 | $59,097+90.6% | $82,389+36.7% | $74,304+51.6% |
| Participation rate | 32.4% | 52.8%-20.3pp | 69.5%-37.1pp | 60.3%-27.9pp |
| Annual return | 16.98% | 22.85%-5.9pp | 28.67%-11.7pp | 29.43%-12.4pp |
| Employer contribution / active EE | $376 | $1,601-76.5% | $2,517-85.1% | $2,241-83.2% |
| Participant deferral / active EE | $2,292 | $2,775-17.4% | $4,155-44.8% | $3,767-39.2% |
| Admin fee / account holder | $20,868 | $4,489+364.8% | $7,231+188.6% | $2,969+602.9% |