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 | $103,735 | $77,314+34.2% | $177,989-41.7% | $80,856+28.3% |
| Participation rate | 42.2% | 65.7%-23.5pp | 77.1%-34.9pp | 67.6%-25.4pp |
| Annual return | 15.00% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $811 | $2,292-64.6% | $3,949-79.5% | $2,755-70.6% |
| Participant deferral / active EE | $1,511 | $4,411-65.7% | $6,276-75.9% | $4,296-64.8% |
| Admin fee / account holder | $11,506 | $7,191+60.0% | $10,363+11.0% | $6,918+66.3% |