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 | $105,581 | $60,349+74.9% | $74,183+42.3% | $62,891+67.9% |
| Participation rate | 54.1% | 72.7%-18.7pp | 76.6%-22.6pp | 69.3%-15.3pp |
| Annual return | 7.08% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $534 | $1,680-68.2% | $2,370-77.5% | $2,281-76.6% |
| Participant deferral / active EE | $2,136 | $2,856-25.2% | $3,550-39.8% | $3,203-33.3% |
| Admin fee / account holder | $15,096 | $4,261+254.3% | $5,586+170.3% | $4,296+251.4% |