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 | $125,427 | $101,724+23.3% | $164,813-23.9% | $80,856+55.1% |
| Participation rate | 53.9% | 71.8%-17.9pp | 78.6%-24.7pp | 67.6%-13.7pp |
| Annual return | 16.90% | 16.72%+0.2pp | 69.93%-53.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $826 | $2,953-72.0% | $4,341-81.0% | $2,755-70.0% |
| Participant deferral / active EE | $3,103 | $4,477-30.7% | $6,031-48.6% | $4,296-27.8% |
| Admin fee / account holder | $18,928 | $8,227+130.1% | $12,690+49.2% | $6,918+173.6% |