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 | $87,391 | $54,573+60.1% | $90,951-3.9% | $73,488+18.9% |
| Participation rate | 48.2% | 61.2%-13.0pp | 69.0%-20.8pp | 70.7%-22.5pp |
| Annual return | 13.59% | 16.69%-3.1pp | 134.60%-121.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $359 | $991-63.7% | $2,122-83.1% | $2,270-84.2% |
| Participant deferral / active EE | $2,478 | $2,517-1.5% | $3,373-26.5% | $3,740-33.7% |
| Admin fee / account holder | $2,512 | $521+381.8% | $5,959-57.8% | $513+389.6% |