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 | $94,796 | $60,349+57.1% | $74,183+27.8% | $62,891+50.7% |
| Participation rate | 36.8% | 72.7%-35.9pp | 76.6%-39.8pp | 69.3%-32.5pp |
| Annual return | 6.58% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $406 | $1,680-75.8% | $2,370-82.8% | $2,281-82.2% |
| Participant deferral / active EE | $1,626 | $2,856-43.1% | $3,550-54.2% | $3,203-49.2% |
| Admin fee / account holder | $12,734 | $4,261+198.8% | $5,586+128.0% | $4,296+196.4% |