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 | $134,695 | $58,512+130.2% | $84,015+60.3% | $72,985+84.6% |
| Participation rate | 48.6% | 61.2%-12.7pp | 69.0%-20.4pp | 69.5%-20.9pp |
| Annual return | 20.69% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $555 | $1,163-52.3% | $1,983-72.0% | $2,440-77.2% |
| Participant deferral / active EE | $3,620 | $2,394+51.2% | $3,239+11.8% | $3,607+0.3% |
| Admin fee / account holder | $33,769 | $4,569+639.1% | $6,101+453.5% | $5,124+559.0% |