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 | $143,557 | $76,407+87.9% | $150,298-4.5% | $82,448+74.1% |
| Participation rate | 47.5% | 66.4%-18.9pp | 77.8%-30.2pp | 68.1%-20.5pp |
| Annual return | 26.87% | 39.99%-13.1pp | 62.79%-35.9pp | 41.64%-14.8pp |
| Employer contribution / active EE | $1,885 | $2,614-27.9% | $4,154-54.6% | $2,551-26.1% |
| Participant deferral / active EE | $2,894 | $3,214-10.0% | $5,453-46.9% | $4,139-30.1% |
| Admin fee / account holder | $29,822 | $6,352+369.5% | $14,116+111.3% | $7,234+312.2% |