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 | $89,396 | $63,764+40.2% | $81,930+9.1% | $79,858+11.9% |
| Participation rate | 60.9% | 67.5%-6.6pp | 72.0%-11.1pp | 69.6%-8.7pp |
| Annual return | 10.17% | 22.66%-12.5pp | 29.49%-19.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $386 | $1,795-78.5% | $4,310-91.1% | $2,471-84.4% |
| Participant deferral / active EE | $2,345 | $2,780-15.7% | $7,107-67.0% | $3,740-37.3% |
| Admin fee / account holder | $3,346 | $4,426-24.4% | $5,158-35.1% | $5,306-36.9% |