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 | $74,265 | $45,312+63.9% | $86,233-13.9% | $67,986+9.2% |
| Participation rate | 18.9% | 42.4%-23.5pp | 69.0%-50.1pp | 57.2%-38.3pp |
| Annual return | 14.94% | 24.79%-9.8pp | 61.39%-46.4pp | 31.67%-16.7pp |
| Employer contribution / active EE | $212 | $1,160-81.7% | $2,504-91.5% | $2,019-89.5% |
| Participant deferral / active EE | $962 | $2,185-55.9% | $4,559-78.9% | $3,358-71.3% |
| Admin fee / account holder | $2,884 | $3,295-12.5% | $8,342-65.4% | $3,203-10.0% |