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 | $71,001 | $47,944+48.1% | $67,834+4.7% | $62,891+12.9% |
| Participation rate | 58.6% | 61.1%-2.4pp | 68.8%-10.2pp | 69.3%-10.7pp |
| Annual return | 7.88% | 11.77%-3.9pp | 138.47%-130.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $694 | $1,562-55.6% | $2,403-71.1% | $2,281-69.6% |
| Participant deferral / active EE | $2,171 | $2,247-3.4% | $3,160-31.3% | $3,203-32.2% |
| Admin fee / account holder | $2,895 | $3,712-22.0% | $4,622-37.4% | $4,296-32.6% |