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 | $102,178 | $93,071+9.8% | $74,583+37.0% | $273,961-62.7% |
| Participation rate | 47.4% | 74.9%-27.6pp | 68.1%-20.7pp | 83.0%-35.6pp |
| Annual return | 4.44% | 26.18%-21.7pp | 20.47%-16.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $487 | $3,160-84.6% | $2,525-80.7% | $4,869-90.0% |
| Participant deferral / active EE | $6,816 | $4,160+63.8% | $3,458+97.1% | $5,287+28.9% |
| Admin fee / account holder | $8,375 | $5,272+58.8% | $4,138+102.4% | $10,132-17.3% |