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 | $62,892 | $48,076+30.8% | $78,689-20.1% | $62,8910% |
| Participation rate | 58.3% | 65.2%-6.9pp | 73.6%-15.2pp | 69.3%-11.0pp |
| Annual return | 6.29% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $460 | $2,015-77.2% | $2,851-83.9% | $2,281-79.9% |
| Participant deferral / active EE | $3,912 | $2,588+51.2% | $3,517+11.2% | $3,203+22.1% |
| Admin fee / account holder | $6,352 | $3,207+98.0% | $4,510+40.8% | $4,296+47.9% |