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 | $84,631 | $48,750+73.6% | $88,946-4.9% | $74,304+13.9% |
| Participation rate | 19.8% | 44.5%-24.7pp | 68.8%-49.0pp | 60.3%-40.5pp |
| Annual return | 16.68% | 25.91%-9.2pp | 57.82%-41.1pp | 29.43%-12.8pp |
| Employer contribution / active EE | $534 | $1,255-57.4% | $2,555-79.1% | $2,241-76.2% |
| Participant deferral / active EE | $1,188 | $2,423-51.0% | $4,581-74.1% | $3,767-68.5% |
| Admin fee / account holder | $2,769 | $3,756-26.3% | $8,261-66.5% | $2,969-6.7% |