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 | $89,471 | $49,227+81.8% | $70,449+27.0% | $79,858+12.0% |
| Participation rate | 42.6% | 69.2%-26.5pp | 75.1%-32.4pp | 69.6%-27.0pp |
| Annual return | 15.16% | 30.06%-14.9pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $681 | $2,099-67.6% | $2,737-75.1% | $2,471-72.5% |
| Participant deferral / active EE | $2,161 | $2,768-21.9% | $3,709-41.7% | $3,740-42.2% |
| Admin fee / account holder | $6,429 | $2,878+123.4% | $3,845+67.2% | $5,306+21.2% |