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 | $71,985 | $51,045+41.0% | $70,515+2.1% | $71,457+0.7% |
| Participation rate | 38.5% | 59.4%-21.0pp | 68.3%-29.9pp | 67.9%-29.5pp |
| Annual return | 22.51% | 42.63%-20.1pp | 32.77%-10.3pp | 28.85%-6.3pp |
| Employer contribution / active EE | $372 | $1,790-79.2% | $2,973-87.5% | $2,588-85.6% |
| Participant deferral / active EE | $2,187 | $3,026-27.7% | $4,567-52.1% | $4,289-49.0% |
| Admin fee / account holder | $1,322 | $1,994-33.7% | $6,412-79.4% | $1,587-16.7% |