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 | $94,922 | $58,828+61.4% | $77,999+21.7% | $62,891+50.9% |
| Participation rate | 43.6% | 71.1%-27.5pp | 75.5%-31.9pp | 69.3%-25.7pp |
| Annual return | 7.71% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,069 | $1,672-36.0% | $2,470-56.7% | $2,281-53.1% |
| Participant deferral / active EE | $2,202 | $2,686-18.0% | $3,497-37.0% | $3,203-31.2% |
| Admin fee / account holder | $831 | $4,393-81.1% | $5,480-84.8% | $4,296-80.7% |