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 | $86,077 | $49,025+75.6% | $87,507-1.6% | $62,891+36.9% |
| Participation rate | 46.3% | 64.9%-18.5pp | 73.8%-27.5pp | 69.3%-23.0pp |
| Annual return | 6.00% | 10.02%-4.0pp | 12.21%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,062 | $2,289+33.7% | $3,149-2.8% | $3,203-4.4% |
| Admin fee / account holder | $1,193 | $4,065-70.7% | $4,221-71.7% | $4,296-72.2% |