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 | $84,007 | $67,606+24.3% | $82,313+2.1% | $70,131+19.8% |
| Participation rate | 44.7% | 72.8%-28.1pp | 76.9%-32.2pp | 69.5%-24.9pp |
| Annual return | 18.70% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $539 | $1,755-69.3% | $2,428-77.8% | $2,342-77.0% |
| Participant deferral / active EE | $1,426 | $2,987-52.3% | $3,706-61.5% | $3,332-57.2% |
| Admin fee / account holder | $1,401 | $4,512-69.0% | $5,608-75.0% | $4,645-69.8% |