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 | $88,738 | $46,869+89.3% | $122,332-27.5% | $70,131+26.5% |
| Participation rate | 45.8% | 58.2%-12.4pp | 71.6%-25.8pp | 69.5%-23.7pp |
| Annual return | 17.74% | 24.22%-6.5pp | 30.27%-12.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $604 | $1,288-53.1% | $4,050-85.1% | $2,342-74.2% |
| Participant deferral / active EE | $1,514 | $2,166-30.1% | $3,287-53.9% | $3,332-54.5% |
| Admin fee / account holder | $9,516 | $3,322+186.4% | $5,478+73.7% | $4,645+104.9% |