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 | $90,073 | $52,580+71.3% | $71,671+25.7% | $70,131+28.4% |
| Participation rate | 48.7% | 60.9%-12.2pp | 68.7%-20.0pp | 69.5%-20.8pp |
| Annual return | 22.87% | 20.25%+2.6pp | 20.65%+2.2pp | 73.14%-50.3pp |
| Employer contribution / active EE | $707 | $1,616-56.2% | $2,460-71.3% | $2,342-69.8% |
| Participant deferral / active EE | $1,917 | $2,386-19.7% | $3,438-44.3% | $3,332-42.5% |
| Admin fee / account holder | $8,829 | $3,653+141.7% | $5,558+58.8% | $4,645+90.1% |