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 | $76,617 | $99,032-22.6% | $80,019-4.3% | $135,375-43.4% |
| Participation rate | 53.8% | 78.4%-24.5pp | 75.8%-22.0pp | 82.6%-28.8pp |
| Annual return | 11.28% | 15.39%-4.1pp | 11.22%+0.1pp | 519.73%-508.5pp |
| Employer contribution / active EE | $720 | $3,043-76.3% | $2,468-70.8% | $4,779-84.9% |
| Participant deferral / active EE | $2,126 | $4,282-50.4% | $3,686-42.3% | $5,609-62.1% |
| Admin fee / account holder | $2,730 | $10,436-73.8% | $6,521-58.1% | $10,827-74.8% |