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 | $130,817 | $74,927+74.6% | $101,794+28.5% | $84,808+54.3% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 14.67% | 18.70%-4.0pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $959 | $1,522-37.0% | $2,289-58.1% | $2,631-63.5% |
| Participant deferral / active EE | $3,900 | $3,099+25.8% | $4,084-4.5% | $4,212-7.4% |
| Admin fee / account holder | $12,859 | $6,514+97.4% | $8,777+46.5% | $7,344+75.1% |