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 | $95,433 | $67,606+41.2% | $82,313+15.9% | $70,131+36.1% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 13.22% | 21.57%-8.3pp | 25.88%-12.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,034 | $1,755-41.0% | $2,428-57.4% | $2,342-55.8% |
| Participant deferral / active EE | $2,715 | $2,987-9.1% | $3,706-26.7% | $3,332-18.5% |
| Admin fee / account holder | $488 | $4,512-89.2% | $5,608-91.3% | $4,645-89.5% |