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 | $84,923 | $49,915+70.1% | $154,803-45.1% | $74,304+14.3% |
| Participation rate | 31.0% | 54.0%-23.0pp | 78.1%-47.1pp | 60.3%-29.4pp |
| Annual return | 12.49% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-16.9pp |
| Employer contribution / active EE | $490 | $1,611-69.6% | $4,305-88.6% | $2,241-78.1% |
| Participant deferral / active EE | $884 | $2,255-60.8% | $5,540-84.0% | $3,767-76.5% |
| Admin fee / account holder | $4,040 | $2,189+84.6% | $14,329-71.8% | $2,969+36.1% |