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 | $82,379 | $53,516+53.9% | $126,539-34.9% | $84,808-2.9% |
| Participation rate | 38.4% | 58.2%-19.9pp | 69.8%-31.4pp | 68.3%-29.9pp |
| Annual return | 14.29% | 58.34%-44.1pp | 425.95%-411.7pp | 40.90%-26.6pp |
| Employer contribution / active EE | $947 | $1,535-38.3% | $3,674-74.2% | $2,631-64.0% |
| Participant deferral / active EE | $1,794 | $2,671-32.8% | $4,083-56.1% | $4,212-57.4% |
| Admin fee / account holder | $6,041 | $4,497+34.4% | $6,065-0.4% | $7,344-17.7% |