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 | $96,782 | $58,627+65.1% | $76,735+26.1% | $82,448+17.4% |
| Participation rate | 37.5% | 63.2%-25.7pp | 69.5%-32.0pp | 68.1%-30.6pp |
| Annual return | 15.21% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $996 | $1,729-42.4% | $2,454-59.4% | $2,551-60.9% |
| Participant deferral / active EE | $2,055 | $3,134-34.4% | $4,088-49.7% | $4,139-50.3% |
| Admin fee / account holder | $15,121 | $5,323+184.1% | $7,189+110.3% | $7,234+109.0% |