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 | $96,105 | $45,312+112.1% | $86,233+11.4% | $67,986+41.4% |
| Participation rate | 32.5% | 42.4%-9.9pp | 69.0%-36.5pp | 57.2%-24.7pp |
| Annual return | 18.59% | 24.79%-6.2pp | 61.39%-42.8pp | 31.67%-13.1pp |
| Employer contribution / active EE | $742 | $1,160-36.0% | $2,504-70.4% | $2,019-63.3% |
| Participant deferral / active EE | $1,737 | $2,185-20.5% | $4,559-61.9% | $3,358-48.3% |
| Admin fee / account holder | $4,129 | $3,295+25.3% | $8,342-50.5% | $3,203+28.9% |