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 | $121,701 | $76,050+60.0% | $96,544+26.1% | $71,457+70.3% |
| Participation rate | 45.8% | 74.4%-28.6pp | 76.0%-30.2pp | 67.9%-22.1pp |
| Annual return | 15.17% | 22.81%-7.6pp | 25.84%-10.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,603 | $2,244-28.6% | $2,965-45.9% | $2,588-38.0% |
| Participant deferral / active EE | $3,141 | $4,215-25.5% | $4,851-35.2% | $4,289-26.8% |
| Admin fee / account holder | $63,543 | $2,707+2247.3% | $8,252+670.0% | $1,587+3903.2% |