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 | $92,055 | $67,606+36.2% | $82,313+11.8% | $70,131+31.3% |
| Participation rate | 36.7% | 72.8%-36.1pp | 76.9%-40.2pp | 69.5%-32.9pp |
| Annual return | 13.36% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $794 | $1,755-54.8% | $2,428-67.3% | $2,342-66.1% |
| Participant deferral / active EE | $1,962 | $2,987-34.3% | $3,706-47.1% | $3,332-41.1% |
| Admin fee / account holder | $7,184 | $4,512+59.2% | $5,608+28.1% | $4,645+54.6% |