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 | $95,238 | $63,703+49.5% | $93,063+2.3% | $82,448+15.5% |
| Participation rate | 38.2% | 63.8%-25.6pp | 72.1%-33.9pp | 68.1%-29.8pp |
| Annual return | 13.58% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $533 | $1,729-69.1% | $2,476-78.5% | $2,551-79.1% |
| Participant deferral / active EE | $2,137 | $2,919-26.8% | $3,958-46.0% | $4,139-48.4% |
| Admin fee / account holder | $1,992 | $5,982-66.7% | $6,033-67.0% | $7,234-72.5% |