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 | $95,205 | $71,050+34.0% | $93,606+1.7% | $80,856+17.7% |
| Participation rate | 52.5% | 60.4%-7.9pp | 68.7%-16.2pp | 67.6%-15.1pp |
| Annual return | 13.22% | 11.26%+2.0pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $673 | $1,564-56.9% | $2,420-72.2% | $2,755-75.6% |
| Participant deferral / active EE | $4,123 | $4,034+2.2% | $4,411-6.5% | $4,296-4.0% |
| Admin fee / account holder | $17,525 | $6,945+152.4% | $8,285+111.5% | $6,918+153.3% |