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 | $129,936 | $86,944+49.4% | $107,525+20.8% | $74,304+74.9% |
| Participation rate | 19.9% | 59.6%-39.7pp | 75.1%-55.2pp | 60.3%-40.5pp |
| Annual return | 13.45% | 23.52%-10.1pp | 181.32%-167.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $777 | $2,757-71.8% | $3,754-79.3% | $2,241-65.3% |
| Participant deferral / active EE | $2,028 | $3,554-42.9% | $5,116-60.4% | $3,767-46.2% |
| Admin fee / account holder | $63,912 | $3,727+1615.0% | $8,919+616.6% | $2,969+2052.8% |