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 | $79,388 | $48,364+64.1% | $71,796+10.6% | $62,891+26.2% |
| Participation rate | 47.3% | 60.6%-13.3pp | 69.1%-21.8pp | 69.3%-22.0pp |
| Annual return | 9.88% | 13.16%-3.3pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $557 | $1,042-46.5% | $1,924-71.0% | $2,281-75.6% |
| Participant deferral / active EE | $2,100 | $2,091+0.4% | $2,794-24.8% | $3,203-34.4% |
| Admin fee / account holder | $2,926 | $3,771-22.4% | $4,815-39.2% | $4,296-31.9% |