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 | $137,355 | $55,706+146.6% | $75,886+81.0% | $72,985+88.2% |
| Participation rate | 31.0% | 61.1%-30.1pp | 69.3%-38.2pp | 69.5%-38.5pp |
| Annual return | 21.64% | 27.59%-6.0pp | 30.76%-9.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $816 | $1,687-51.6% | $2,500-67.4% | $2,440-66.6% |
| Participant deferral / active EE | $1,410 | $2,634-46.5% | $3,603-60.9% | $3,607-60.9% |
| Admin fee / account holder | $10,114 | $3,978+154.2% | $5,418+86.7% | $5,124+97.4% |