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 | $89,158 | $56,423+58.0% | $77,163+15.5% | $71,457+24.8% |
| Participation rate | 28.9% | 64.3%-35.5pp | 69.6%-40.7pp | 67.9%-39.1pp |
| Annual return | 15.29% | 19.05%-3.8pp | 37.87%-22.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $689 | $1,866-63.1% | $2,535-72.8% | $2,588-73.4% |
| Participant deferral / active EE | $1,679 | $3,142-46.6% | $3,833-56.2% | $4,289-60.8% |
| Admin fee / account holder | $13,384 | $1,429+836.7% | $5,472+144.6% | $1,587+743.2% |