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 | $81,599 | $58,828+38.7% | $77,999+4.6% | $62,891+29.7% |
| Participation rate | 51.7% | 71.1%-19.3pp | 75.5%-23.8pp | 69.3%-17.6pp |
| Annual return | 6.96% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,775 | $2,686+3.3% | $3,497-20.6% | $3,203-13.4% |
| Admin fee / account holder | $2,785 | $4,393-36.6% | $5,480-49.2% | $4,296-35.2% |