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 | $92,698 | $48,076+92.8% | $78,689+17.8% | $62,891+47.4% |
| Participation rate | 23.7% | 65.2%-41.5pp | 73.6%-49.9pp | 69.3%-45.6pp |
| Annual return | 6.26% | 31.35%-25.1pp | 62.18%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $637 | $2,015-68.4% | $2,851-77.6% | $2,281-72.1% |
| Participant deferral / active EE | $1,477 | $2,588-42.9% | $3,517-58.0% | $3,203-53.9% |
| Admin fee / account holder | $303 | $3,207-90.6% | $4,510-93.3% | $4,296-92.9% |