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 | $112,102 | $74,927+49.6% | $101,794+10.1% | $84,808+32.2% |
| Participation rate | 33.9% | 61.4%-27.5pp | 69.2%-35.3pp | 68.3%-34.4pp |
| Annual return | 13.30% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $521 | $1,522-65.7% | $2,289-77.2% | $2,631-80.2% |
| Participant deferral / active EE | $2,773 | $3,099-10.5% | $4,084-32.1% | $4,212-34.2% |
| Admin fee / account holder | $20,947 | $6,514+221.6% | $8,777+138.7% | $7,344+185.2% |