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 | $103,485 | $74,927+38.1% | $101,794+1.7% | $84,808+22.0% |
| Participation rate | 37.5% | 61.4%-23.9pp | 69.2%-31.7pp | 68.3%-30.8pp |
| Annual return | 12.65% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $539 | $1,522-64.6% | $2,289-76.5% | $2,631-79.5% |
| Participant deferral / active EE | $1,739 | $3,099-43.9% | $4,084-57.4% | $4,212-58.7% |
| Admin fee / account holder | $10,522 | $6,514+61.5% | $8,777+19.9% | $7,344+43.3% |