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 | $78,586 | $46,869+67.7% | $122,332-35.8% | $70,131+12.1% |
| Participation rate | 23.7% | 58.2%-34.5pp | 71.6%-47.9pp | 69.5%-45.9pp |
| Annual return | 17.96% | 24.22%-6.3pp | 30.27%-12.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $320 | $1,288-75.2% | $4,050-92.1% | $2,342-86.3% |
| Participant deferral / active EE | $1,439 | $2,166-33.6% | $3,287-56.2% | $3,332-56.8% |
| Admin fee / account holder | $3,846 | $3,322+15.8% | $5,478-29.8% | $4,645-17.2% |