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 | $89,686 | $56,054+60.0% | $171,082-47.6% | $62,891+42.6% |
| Participation rate | 41.0% | 62.9%-21.8pp | 76.7%-35.7pp | 69.3%-28.3pp |
| Annual return | 6.45% | 22.52%-16.1pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $453 | $1,731-73.8% | $4,002-88.7% | $2,281-80.1% |
| Participant deferral / active EE | $1,507 | $3,158-52.3% | $4,797-68.6% | $3,203-52.9% |
| Admin fee / account holder | $2,595 | $3,647-28.8% | $8,520-69.5% | $4,296-39.6% |