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 | $77,662 | $48,076+61.5% | $78,689-1.3% | $62,891+23.5% |
| Participation rate | 25.9% | 65.2%-39.3pp | 73.6%-47.6pp | 69.3%-43.4pp |
| Annual return | 7.08% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $513 | $2,015-74.5% | $2,851-82.0% | $2,281-77.5% |
| Participant deferral / active EE | $2,621 | $2,588+1.3% | $3,517-25.5% | $3,203-18.2% |
| Admin fee / account holder | $49,895 | $3,207+1455.7% | $4,510+1006.2% | $4,296+1061.5% |