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 | $83,490 | $53,018+57.5% | $70,014+19.2% | $62,891+32.8% |
| Participation rate | 56.7% | 67.2%-10.5pp | 71.8%-15.1pp | 69.3%-12.6pp |
| Annual return | 9.93% | 13.35%-3.4pp | 12.99%-3.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,709 | $2,395+54.9% | $2,931+26.6% | $3,203+15.8% |
| Admin fee / account holder | $4,981 | $3,690+35.0% | $4,380+13.7% | $4,296+16.0% |