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 | $65,974 | $48,076+37.2% | $78,689-16.2% | $62,891+4.9% |
| Participation rate | 53.8% | 65.2%-11.4pp | 73.6%-19.7pp | 69.3%-15.5pp |
| Annual return | 5.76% | 31.35%-25.6pp | 62.18%-56.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $362 | $2,015-82.0% | $2,851-87.3% | $2,281-84.1% |
| Participant deferral / active EE | $2,235 | $2,588-13.6% | $3,517-36.5% | $3,203-30.2% |
| Admin fee / account holder | $6,057 | $3,207+88.8% | $4,510+34.3% | $4,296+41.0% |