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 | $101,171 | $78,422+29.0% | $95,952+5.4% | $79,858+26.7% |
| Participation rate | 44.1% | 73.5%-29.4pp | 77.1%-33.0pp | 69.6%-25.6pp |
| Annual return | 13.64% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $599 | $1,945-69.2% | $2,541-76.4% | $2,471-75.8% |
| Participant deferral / active EE | $2,394 | $3,440-30.4% | $4,167-42.5% | $3,740-36.0% |
| Admin fee / account holder | $11,642 | $5,622+107.1% | $6,795+71.3% | $5,306+119.4% |