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 | $85,131 | $57,354+48.4% | $83,848+1.5% | $64,186+32.6% |
| Participation rate | 47.2% | 68.6%-21.4pp | 76.1%-28.9pp | 69.6%-22.3pp |
| Annual return | 5.17% | 11.38%-6.2pp | 850.88%-845.7pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,028 | $2,545-59.6% | $3,631-71.7% | $2,381-56.8% |
| Participant deferral / active EE | $2,538 | $2,993-15.2% | $4,082-37.8% | $3,470-26.9% |
| Admin fee / account holder | $2,198 | $4,046-45.7% | $5,478-59.9% | $4,888-55.0% |