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 | $94,316 | $49,915+89.0% | $154,803-39.1% | $74,304+26.9% |
| Participation rate | 37.6% | 54.0%-16.4pp | 78.1%-40.5pp | 60.3%-22.7pp |
| Annual return | 17.94% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.5pp |
| Employer contribution / active EE | $371 | $1,611-77.0% | $4,305-91.4% | $2,241-83.5% |
| Participant deferral / active EE | $1,790 | $2,255-20.6% | $5,540-67.7% | $3,767-52.5% |
| Admin fee / account holder | $5,718 | $2,189+161.2% | $14,329-60.1% | $2,969+92.6% |