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 | $71,081 | $58,828+20.8% | $77,999-8.9% | $62,891+13.0% |
| Participation rate | 28.2% | 71.1%-42.9pp | 75.5%-47.3pp | 69.3%-41.1pp |
| Annual return | 5.96% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,084 | $1,672-35.2% | $2,470-56.1% | $2,281-52.5% |
| Participant deferral / active EE | $1,160 | $2,686-56.8% | $3,497-66.8% | $3,203-63.8% |
| Admin fee / account holder | $2,151 | $4,393-51.0% | $5,480-60.8% | $4,296-49.9% |