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 | $129,464 | $80,717+60.4% | $154,803-16.4% | $84,808+52.7% |
| Participation rate | 38.7% | 66.8%-28.1pp | 78.1%-39.4pp | 68.3%-29.6pp |
| Annual return | 14.61% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $397 | $2,761-85.6% | $4,305-90.8% | $2,631-84.9% |
| Participant deferral / active EE | $2,364 | $3,303-28.4% | $5,540-57.3% | $4,212-43.9% |
| Admin fee / account holder | $30,280 | $6,746+348.9% | $14,329+111.3% | $7,344+312.3% |