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 | $80,546 | $39,122+105.9% | $57,179+40.9% | $62,891+28.1% |
| Participation rate | 42.3% | 70.5%-28.2pp | 75.3%-33.0pp | 69.3%-27.0pp |
| Annual return | 4.65% | 9.23%-4.6pp | 14.59%-9.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $470 | $1,874-74.9% | $2,682-82.5% | $2,281-79.4% |
| Participant deferral / active EE | $2,132 | $2,374-10.2% | $3,096-31.2% | $3,203-33.5% |
| Admin fee / account holder | $11,412 | $2,592+340.3% | $3,139+263.6% | $4,296+165.7% |