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 | $133,684 | $54,762+144.1% | $90,281+48.1% | $72,985+83.2% |
| Participation rate | 42.1% | 65.1%-23.0pp | 73.3%-31.2pp | 69.5%-27.4pp |
| Annual return | 21.44% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $607 | $2,092-71.0% | $2,854-78.7% | $2,440-75.1% |
| Participant deferral / active EE | $1,369 | $2,887-52.6% | $3,885-64.8% | $3,607-62.0% |
| Admin fee / account holder | $10,884 | $3,972+174.0% | $5,351+103.4% | $5,124+112.4% |