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 | $95,052 | $52,681+80.4% | $75,781+25.4% | $59,632+59.4% |
| Participation rate | 43.8% | 67.2%-23.5pp | 75.8%-32.1pp | 68.7%-24.9pp |
| Annual return | 0.70% | 2.95%-2.3pp | 9.68%-9.0pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,254 | $2,193-42.8% | $3,323-62.3% | $2,203-43.1% |
| Participant deferral / active EE | $5,037 | $2,591+94.4% | $3,651+38.0% | $3,192+57.8% |
| Admin fee / account holder | $8,522 | $3,610+136.1% | $5,299+60.8% | $4,297+98.3% |