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 7-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 | $109,015 | $78,926+38.1% | $136,749-20.3% | $84,808+28.5% |
| Participation rate | 22.4% | 62.2%-39.8pp | 72.1%-49.7pp | 68.3%-45.9pp |
| Annual return | 14.48% | 18.17%-3.7pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $725 | $2,134-66.0% | $3,400-78.7% | $2,631-72.5% |
| Participant deferral / active EE | $1,396 | $3,168-55.9% | $4,692-70.3% | $4,212-66.9% |
| Admin fee / account holder | $16,462 | $6,369+158.5% | $11,386+44.6% | $7,344+124.2% |