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 | $130,459 | $105,630+23.5% | $87,507+49.1% | $273,961-52.4% |
| Participation rate | 54.5% | 78.2%-23.6pp | 73.8%-19.3pp | 83.0%-28.5pp |
| Annual return | 7.54% | 12.25%-4.7pp | 12.21%-4.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $600 | $3,141-80.9% | $2,550-76.5% | $4,869-87.7% |
| Participant deferral / active EE | $3,083 | $3,601-14.4% | $3,149-2.1% | $5,287-41.7% |
| Admin fee / account holder | $10,809 | $4,781+126.1% | $4,221+156.1% | $10,132+6.7% |