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 | $90,464 | $48,277+87.4% | $67,511+34.0% | $80,874+11.9% |
| Participation rate | 41.7% | 66.4%-24.7pp | 72.9%-31.2pp | 67.6%-26.0pp |
| Annual return | 14.60% | 18.27%-3.7pp | 3517.41%-3502.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,322 | $2,021-34.6% | $2,733-51.6% | $2,756-52.0% |
| Participant deferral / active EE | $2,723 | $2,926-6.9% | $4,000-31.9% | $4,297-36.6% |
| Admin fee / account holder | $7,193 | $3,687+95.1% | $3,999+79.9% | $6,935+3.7% |