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 | $96,476 | $64,324+50.0% | $118,925-18.9% | $79,858+20.8% |
| Participation rate | 36.5% | 64.9%-28.4pp | 75.4%-38.9pp | 69.6%-33.2pp |
| Annual return | 12.40% | 86.45%-74.0pp | 35.88%-23.5pp | 31.71%-19.3pp |
| Employer contribution / active EE | $938 | $1,836-48.9% | $3,263-71.2% | $2,471-62.0% |
| Participant deferral / active EE | $1,351 | $2,824-52.2% | $4,265-68.3% | $3,740-63.9% |
| Admin fee / account holder | $5,304 | $4,040+31.3% | $6,581-19.4% | $5,3060% |