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 | $112,449 | $159,602-29.5% | $150,045-25.1% | $142,382-21.0% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.3%-24.4pp | 80.1%-22.2pp |
| Annual return | 13.67% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,512 | $4,961-49.4% | $4,693-46.5% | $4,299-41.6% |
| Participant deferral / active EE | $2,578 | $8,310-69.0% | $7,997-67.8% | $6,507-60.4% |
| Admin fee / account holder | $23,474 | $14,846+58.1% | $13,435+74.7% | $12,624+85.9% |