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 | $61,342 | $43,723+40.3% | $121,196-49.4% | $64,186-4.4% |
| Participation rate | 20.0% | 58.3%-38.3pp | 71.7%-51.7pp | 69.6%-49.6pp |
| Annual return | 4.05% | 68.91%-64.9pp | 16.93%-12.9pp | 7.63%-3.6pp |
| Employer contribution / active EE | $342 | $1,296-73.6% | $4,022-91.5% | $2,381-85.6% |
| Participant deferral / active EE | $968 | $2,280-57.6% | $3,344-71.1% | $3,470-72.1% |
| Admin fee / account holder | $3,307 | $3,501-5.6% | $5,019-34.1% | $4,888-32.4% |