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 | $61,263 | $48,076+27.4% | $78,689-22.1% | $62,891-2.6% |
| Participation rate | 42.9% | 65.2%-22.4pp | 73.6%-30.7pp | 69.3%-26.4pp |
| Annual return | 8.08% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,678 | $2,588+42.1% | $3,517+4.6% | $3,203+14.8% |
| Admin fee / account holder | $2,574 | $3,207-19.7% | $4,510-42.9% | $4,296-40.1% |