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 | $131,836 | $91,760+43.7% | $156,181-15.6% | $67,986+93.9% |
| Participation rate | 45.6% | 65.0%-19.4pp | 78.8%-33.2pp | 57.2%-11.6pp |
| Annual return | 16.62% | 18.14%-1.5pp | 64.87%-48.3pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,549 | $2,419-36.0% | $4,294-63.9% | $2,019-23.3% |
| Participant deferral / active EE | $3,096 | $3,960-21.8% | $6,132-49.5% | $3,358-7.8% |
| Admin fee / account holder | $8,396 | $3,949+112.6% | $14,586-42.4% | $3,203+162.1% |