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 | $89,834 | $58,828+52.7% | $77,999+15.2% | $62,891+42.8% |
| Participation rate | 61.4% | 71.1%-9.7pp | 75.5%-14.2pp | 69.3%-7.9pp |
| Annual return | 6.72% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $584 | $1,672-65.1% | $2,470-76.4% | $2,281-74.4% |
| Participant deferral / active EE | $2,686 | $2,6860% | $3,497-23.2% | $3,203-16.2% |
| Admin fee / account holder | $4,116 | $4,393-6.3% | $5,480-24.9% | $4,296-4.2% |