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 | $83,078 | $49,025+69.5% | $87,507-5.1% | $62,891+32.1% |
| Participation rate | 41.2% | 64.9%-23.7pp | 73.8%-32.7pp | 69.3%-28.1pp |
| Annual return | 8.50% | 10.02%-1.5pp | 12.21%-3.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $624 | $1,372-54.5% | $2,550-75.5% | $2,281-72.7% |
| Participant deferral / active EE | $2,443 | $2,289+6.7% | $3,149-22.4% | $3,203-23.7% |
| Admin fee / account holder | $1,865 | $4,065-54.1% | $4,221-55.8% | $4,296-56.6% |