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 | $91,248 | $52,279+74.5% | $89,391+2.1% | $79,858+14.3% |
| Participation rate | 48.8% | 57.5%-8.8pp | 68.0%-19.2pp | 69.6%-20.9pp |
| Annual return | 15.43% | 22.16%-6.7pp | 245.62%-230.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $321 | $1,572-79.6% | $2,586-87.6% | $2,471-87.0% |
| Participant deferral / active EE | $3,275 | $2,740+19.5% | $3,890-15.8% | $3,740-12.4% |
| Admin fee / account holder | $713 | $3,356-78.8% | $4,881-85.4% | $5,306-86.6% |