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 | $54,213 | $48,076+12.8% | $78,689-31.1% | $62,891-13.8% |
| Participation rate | 13.6% | 65.2%-51.6pp | 73.6%-59.9pp | 69.3%-55.7pp |
| Annual return | 7.07% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $507 | $2,015-74.8% | $2,851-82.2% | $2,281-77.8% |
| Participant deferral / active EE | $847 | $2,588-67.3% | $3,517-75.9% | $3,203-73.5% |
| Admin fee / account holder | $3,136 | $3,207-2.2% | $4,510-30.5% | $4,296-27.0% |