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 | $132,447 | $71,050+86.4% | $93,606+41.5% | $80,856+63.8% |
| Participation rate | 56.7% | 60.4%-3.7pp | 68.7%-12.0pp | 67.6%-10.9pp |
| Annual return | 16.17% | 11.26%+4.9pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $963 | $1,564-38.4% | $2,420-60.2% | $2,755-65.1% |
| Participant deferral / active EE | $3,174 | $4,034-21.3% | $4,411-28.0% | $4,296-26.1% |
| Admin fee / account holder | $17,557 | $6,945+152.8% | $8,285+111.9% | $6,918+153.8% |