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 | $142,009 | $59,839+137.3% | $81,983+73.2% | $79,858+77.8% |
| Participation rate | 29.0% | 61.6%-32.6pp | 69.2%-40.2pp | 69.6%-40.6pp |
| Annual return | 18.84% | 17.56%+1.3pp | 41.31%-22.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $586 | $1,713-65.8% | $2,498-76.6% | $2,471-76.3% |
| Participant deferral / active EE | $963 | $2,695-64.3% | $3,722-74.1% | $3,740-74.3% |
| Admin fee / account holder | $12,187 | $4,287+184.3% | $5,664+115.2% | $5,306+129.7% |