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 | $146,828 | $57,828+153.9% | $117,039+25.5% | $70,131+109.4% |
| Participation rate | 25.9% | 67.1%-41.2pp | 77.2%-51.3pp | 69.5%-43.6pp |
| Annual return | 14.83% | 17.55%-2.7pp | 18.95%-4.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $721 | $1,816-60.3% | $3,785-80.9% | $2,342-69.2% |
| Participant deferral / active EE | $2,773 | $2,438+13.8% | $3,929-29.4% | $3,332-16.8% |
| Admin fee / account holder | $20,257 | $3,548+470.9% | $5,974+239.1% | $4,645+336.1% |