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 | $78,300 | $60,349+29.7% | $74,183+5.5% | $62,891+24.5% |
| Participation rate | 69.6% | 72.7%-3.2pp | 76.6%-7.1pp | 69.3%+0.3pp |
| Annual return | 5.67% | 21.37%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $490 | $1,680-70.8% | $2,370-79.3% | $2,281-78.5% |
| Participant deferral / active EE | $2,799 | $2,856-2.0% | $3,550-21.1% | $3,203-12.6% |
| Admin fee / account holder | $9,048 | $4,261+112.3% | $5,586+62.0% | $4,296+110.6% |