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 | $108,101 | $67,411+60.4% | $91,001+18.8% | $70,131+54.1% |
| Participation rate | 64.0% | 71.4%-7.4pp | 75.6%-11.6pp | 69.5%-5.5pp |
| Annual return | 16.65% | -40.16%+56.8pp | 4.60%+12.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $369 | $1,786-79.4% | $2,456-85.0% | $2,342-84.3% |
| Participant deferral / active EE | $2,443 | $2,823-13.5% | $3,547-31.1% | $3,332-26.7% |
| Admin fee / account holder | $9,311 | $4,236+119.8% | $5,417+71.9% | $4,645+100.4% |