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 | $131,911 | $63,355+108.2% | $91,989+43.4% | $72,985+80.7% |
| Participation rate | 55.4% | 72.5%-17.1pp | 78.6%-23.2pp | 69.5%-14.1pp |
| Annual return | 20.69% | 35.35%-14.7pp | 69.02%-48.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,235 | $4,883-33.7% | $5,923-45.4% | $3,607-10.3% |
| Admin fee / account holder | $7,140 | $4,668+53.0% | $7,743-7.8% | $5,124+39.3% |