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 | $94,959 | $58,512+62.3% | $84,015+13.0% | $72,985+30.1% |
| Participation rate | 43.1% | 61.2%-18.2pp | 69.0%-26.0pp | 69.5%-26.4pp |
| Annual return | 18.54% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.5pp |
| Employer contribution / active EE | $283 | $1,163-75.7% | $1,983-85.7% | $2,440-88.4% |
| Participant deferral / active EE | $1,923 | $2,394-19.7% | $3,239-40.6% | $3,607-46.7% |
| Admin fee / account holder | $3,296 | $4,569-27.9% | $6,101-46.0% | $5,124-35.7% |