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 | $83,140 | $58,512+42.1% | $84,015-1.0% | $72,985+13.9% |
| Participation rate | 37.8% | 61.2%-23.4pp | 69.0%-31.2pp | 69.5%-31.6pp |
| Annual return | 22.09% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $243 | $1,163-79.1% | $1,983-87.7% | $2,440-90.0% |
| Participant deferral / active EE | $1,309 | $2,394-45.3% | $3,239-59.6% | $3,607-63.7% |
| Admin fee / account holder | $3,615 | $4,569-20.9% | $6,101-40.7% | $5,124-29.5% |