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 | $70,981 | $41,377+71.5% | $109,313-35.1% | $62,891+12.9% |
| Participation rate | 51.4% | 57.5%-6.2pp | 71.3%-19.9pp | 69.3%-18.0pp |
| Annual return | 8.49% | 11.05%-2.6pp | 22.07%-13.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $452 | $1,276-64.5% | $3,892-88.4% | $2,281-80.2% |
| Participant deferral / active EE | $1,965 | $2,045-3.9% | $3,166-38.0% | $3,203-38.7% |
| Admin fee / account holder | $2,655 | $2,884-7.9% | $5,666-53.1% | $4,296-38.2% |