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 | $112,702 | $63,355+77.9% | $91,989+22.5% | $72,985+54.4% |
| Participation rate | 60.4% | 72.5%-12.1pp | 78.6%-18.2pp | 69.5%-9.1pp |
| Annual return | 21.21% | 35.35%-14.1pp | 69.02%-47.8pp | 81.00%-59.8pp |
| Employer contribution / active EE | $844 | $2,116-60.1% | $3,452-75.5% | $2,440-65.4% |
| Participant deferral / active EE | $3,509 | $4,883-28.1% | $5,923-40.8% | $3,607-2.7% |
| Admin fee / account holder | $1,733 | $4,668-62.9% | $7,743-77.6% | $5,124-66.2% |