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 | $154,435 | $93,346+65.4% | $71,796+115.1% | $273,961-43.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 8.05% | 130.39%-122.3pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $458 | $2,733-83.2% | $1,924-76.2% | $4,869-90.6% |
| Participant deferral / active EE | $1,210 | $3,475-65.2% | $2,794-56.7% | $5,287-77.1% |
| Admin fee / account holder | $1,891 | $6,571-71.2% | $4,815-60.7% | $10,132-81.3% |