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 | $134,606 | $48,750+176.1% | $88,946+51.3% | $74,304+81.2% |
| Participation rate | 12.0% | 44.5%-32.5pp | 68.8%-56.9pp | 60.3%-48.4pp |
| Annual return | 14.47% | 25.91%-11.4pp | 57.82%-43.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $524 | $1,255-58.3% | $2,555-79.5% | $2,241-76.6% |
| Participant deferral / active EE | $1,362 | $2,423-43.8% | $4,581-70.3% | $3,767-63.8% |
| Admin fee / account holder | $27,910 | $3,756+643.1% | $8,261+237.9% | $2,969+840.1% |