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 | $90,111 | $62,672+43.8% | $185,117-51.3% | $70,131+28.5% |
| Participation rate | 52.9% | 63.8%-10.8pp | 77.3%-24.3pp | 69.5%-16.6pp |
| Annual return | 22.72% | 40.79%-18.1pp | 40.50%-17.8pp | 73.14%-50.4pp |
| Employer contribution / active EE | $501 | $1,753-71.4% | $4,182-88.0% | $2,342-78.6% |
| Participant deferral / active EE | $4,224 | $3,272+29.1% | $5,045-16.3% | $3,332+26.8% |
| Admin fee / account holder | $20,864 | $3,932+430.7% | $8,159+155.7% | $4,645+349.1% |