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 | $132,381 | $85,515+54.8% | $112,040+18.2% | $67,986+94.7% |
| Participation rate | 40.5% | 68.2%-27.8pp | 76.5%-36.0pp | 57.2%-16.7pp |
| Annual return | 14.83% | 29.68%-14.8pp | 24.52%-9.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,286 | $2,191-41.3% | $2,954-56.5% | $2,019-36.3% |
| Participant deferral / active EE | $3,290 | $4,014-18.0% | $5,098-35.5% | $3,358-2.0% |
| Admin fee / account holder | $15,731 | $3,774+316.9% | $12,098+30.0% | $3,203+391.1% |