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 | $86,647 | $48,364+79.2% | $71,796+20.7% | $62,891+37.8% |
| Participation rate | 52.3% | 60.6%-8.3pp | 69.1%-16.8pp | 69.3%-17.0pp |
| Annual return | 6.97% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $600 | $1,042-42.4% | $1,924-68.8% | $2,281-73.7% |
| Participant deferral / active EE | $1,874 | $2,091-10.4% | $2,794-32.9% | $3,203-41.5% |
| Admin fee / account holder | $2,989 | $3,771-20.7% | $4,815-37.9% | $4,296-30.4% |