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 | $92,048 | $59,839+53.8% | $81,983+12.3% | $79,858+15.3% |
| Participation rate | 41.5% | 61.6%-20.1pp | 69.2%-27.7pp | 69.6%-28.1pp |
| Annual return | 12.53% | 17.56%-5.0pp | 41.31%-28.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,042 | $1,713-39.2% | $2,498-58.3% | $2,471-57.8% |
| Participant deferral / active EE | $3,054 | $2,695+13.3% | $3,722-18.0% | $3,740-18.3% |
| Admin fee / account holder | $23,706 | $4,287+452.9% | $5,664+318.6% | $5,306+346.8% |