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 | $100,047 | $48,750+105.2% | $88,946+12.5% | $74,304+34.6% |
| Participation rate | 12.9% | 44.5%-31.6pp | 68.8%-55.9pp | 60.3%-47.4pp |
| Annual return | 16.76% | 25.91%-9.1pp | 57.82%-41.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $447 | $1,255-64.4% | $2,555-82.5% | $2,241-80.1% |
| Participant deferral / active EE | $955 | $2,423-60.6% | $4,581-79.2% | $3,767-74.7% |
| Admin fee / account holder | $17,644 | $3,756+369.8% | $8,261+113.6% | $2,969+494.3% |