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 | $82,489 | $56,897+45.0% | $84,750-2.7% | $62,891+31.2% |
| Participation rate | 39.4% | 68.5%-29.1pp | 76.6%-37.2pp | 69.3%-29.9pp |
| Annual return | 7.09% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,146 | $2,400-52.3% | $3,574-67.9% | $2,281-49.8% |
| Participant deferral / active EE | $2,207 | $2,709-18.5% | $3,712-40.5% | $3,203-31.1% |
| Admin fee / account holder | $496 | $3,581-86.1% | $5,332-90.7% | $4,296-88.4% |