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 | $117,738 | $85,790+37.2% | $67,313+74.9% | $135,375-13.0% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.1%-27.9pp | 82.6%-41.5pp |
| Annual return | 0.85% | -0.54%+1.4pp | -4.08%+4.9pp | 519.73%-518.9pp |
| Employer contribution / active EE | $663 | $3,487-81.0% | $2,566-74.1% | $4,779-86.1% |
| Participant deferral / active EE | $1,503 | $4,651-67.7% | $3,568-57.9% | $5,609-73.2% |
| Admin fee / account holder | $3,874 | $6,392-39.4% | $4,507-14.0% | $10,827-64.2% |