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 | $75,353 | $43,075+74.9% | $74,583+1.0% | $62,891+19.8% |
| Participation rate | 13.8% | 58.1%-44.3pp | 68.1%-54.3pp | 69.3%-55.5pp |
| Annual return | 5.87% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $418 | $1,498-72.1% | $2,525-83.4% | $2,281-81.7% |
| Participant deferral / active EE | $858 | $2,389-64.1% | $3,458-75.2% | $3,203-73.2% |
| Admin fee / account holder | $13,327 | $2,840+369.3% | $4,138+222.1% | $4,296+210.2% |