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 | $83,706 | $49,227+70.0% | $70,449+18.8% | $79,858+4.8% |
| Participation rate | 41.8% | 69.2%-27.4pp | 75.1%-33.3pp | 69.6%-27.8pp |
| Annual return | 6.02% | 30.06%-24.0pp | 109.03%-103.0pp | 31.71%-25.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,251 | $2,768-18.7% | $3,709-39.3% | $3,740-39.8% |
| Admin fee / account holder | $3,550 | $2,878+23.3% | $3,845-7.7% | $5,306-33.1% |