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 | $91,403 | $88,360+3.4% | $145,433-37.2% | $67,986+34.4% |
| Participation rate | 37.2% | 65.5%-28.3pp | 82.1%-44.9pp | 57.2%-20.0pp |
| Annual return | 17.83% | 63.15%-45.3pp | 66.58%-48.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $571 | $3,054-81.3% | $4,554-87.5% | $2,019-71.7% |
| Participant deferral / active EE | $1,674 | $5,932-71.8% | $7,897-78.8% | $3,358-50.2% |
| Admin fee / account holder | $2,329 | $3,313-29.7% | $13,129-82.3% | $3,203-27.3% |