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 | $68,154 | $77,634-12.2% | $156,549-56.5% | $62,891+8.4% |
| Participation rate | 46.3% | 71.2%-24.9pp | 84.0%-37.7pp | 69.3%-23.0pp |
| Annual return | 6.82% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $388 | $3,444-88.7% | $5,501-93.0% | $2,281-83.0% |
| Participant deferral / active EE | $3,387 | $3,045+11.2% | $4,871-30.5% | $3,203+5.8% |
| Admin fee / account holder | $1,605 | $5,561-71.1% | $13,027-87.7% | $4,296-62.6% |