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 | $111,033 | $58,828+88.7% | $77,999+42.4% | $62,891+76.5% |
| Participation rate | 47.9% | 71.1%-23.1pp | 75.5%-27.6pp | 69.3%-21.4pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $637 | $1,672-61.9% | $2,470-74.2% | $2,281-72.1% |
| Participant deferral / active EE | $3,576 | $2,686+33.2% | $3,497+2.3% | $3,203+11.7% |
| Admin fee / account holder | $2,339 | $4,393-46.8% | $5,480-57.3% | $4,296-45.5% |