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 | $84,605 | $56,053+50.9% | $75,972+11.4% | $80,856+4.6% |
| Participation rate | 35.7% | 62.0%-26.3pp | 69.1%-33.3pp | 67.6%-31.9pp |
| Annual return | 10.40% | 20.53%-10.1pp | 359.55%-349.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $514 | $1,874-72.6% | $2,685-80.8% | $2,755-81.3% |
| Participant deferral / active EE | $1,806 | $3,052-40.8% | $4,255-57.5% | $4,296-57.9% |
| Admin fee / account holder | $1,227 | $5,234-76.6% | $6,467-81.0% | $6,918-82.3% |