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 | $155,141 | $55,706+178.5% | $75,886+104.4% | $72,985+112.6% |
| Participation rate | 53.1% | 61.1%-8.0pp | 69.3%-16.2pp | 69.5%-16.4pp |
| Annual return | 21.39% | 27.59%-6.2pp | 30.76%-9.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,102 | $1,687-34.7% | $2,500-55.9% | $2,440-54.9% |
| Participant deferral / active EE | $2,257 | $2,634-14.3% | $3,603-37.4% | $3,607-37.4% |
| Admin fee / account holder | $6,711 | $3,978+68.7% | $5,418+23.9% | $5,124+31.0% |