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 | $97,464 | $58,828+65.7% | $77,999+25.0% | $62,891+55.0% |
| Participation rate | 67.0% | 71.1%-4.0pp | 75.5%-8.5pp | 69.3%-2.3pp |
| Annual return | 7.97% | 17.16%-9.2pp | 425.96%-418.0pp | 20.14%-12.2pp |
| Employer contribution / active EE | $385 | $1,672-77.0% | $2,470-84.4% | $2,281-83.1% |
| Participant deferral / active EE | $2,211 | $2,686-17.7% | $3,497-36.8% | $3,203-31.0% |
| Admin fee / account holder | $6,448 | $4,393+46.8% | $5,480+17.7% | $4,296+50.1% |