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 | $106,281 | $60,022+77.1% | $88,946+19.5% | $84,808+25.3% |
| Participation rate | 48.3% | 57.8%-9.6pp | 68.8%-20.6pp | 68.3%-20.0pp |
| Annual return | 18.38% | 22.43%-4.1pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $768 | $1,703-54.9% | $2,555-69.9% | $2,631-70.8% |
| Participant deferral / active EE | $3,051 | $3,114-2.0% | $4,581-33.4% | $4,212-27.5% |
| Admin fee / account holder | $1,097 | $4,811-77.2% | $8,261-86.7% | $7,344-85.1% |