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 | $121,483 | $48,076+152.7% | $78,689+54.4% | $62,891+93.2% |
| Participation rate | 33.8% | 65.2%-31.4pp | 73.6%-39.8pp | 69.3%-35.5pp |
| Annual return | 5.52% | 31.35%-25.8pp | 62.18%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,259 | $2,588+26.0% | $3,517-7.3% | $3,203+1.8% |
| Admin fee / account holder | $3,966 | $3,207+23.7% | $4,510-12.1% | $4,296-7.7% |