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 | $113,114 | $95,803+18.1% | $113,1680% | $84,808+33.4% |
| Participation rate | 58.3% | 72.9%-14.5pp | 76.6%-18.2pp | 68.3%-10.0pp |
| Annual return | 15.22% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $960 | $2,360-59.3% | $2,975-67.7% | $2,631-63.5% |
| Participant deferral / active EE | $3,976 | $4,242-6.3% | $5,107-22.1% | $4,212-5.6% |
| Admin fee / account holder | $672 | $8,989-92.5% | $12,068-94.4% | $7,344-90.9% |