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 | $71,884 | $47,848+50.2% | $81,478-11.8% | $70,131+2.5% |
| Participation rate | 25.0% | 58.3%-33.3pp | 68.0%-43.0pp | 69.5%-44.5pp |
| Annual return | 14.20% | 27.25%-13.0pp | 38.78%-24.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $715 | $1,527-53.2% | $2,568-72.2% | $2,342-69.5% |
| Participant deferral / active EE | $2,166 | $2,453-11.7% | $3,537-38.8% | $3,332-35.0% |
| Admin fee / account holder | $1,796 | $3,145-42.9% | $4,561-60.6% | $4,645-61.3% |