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 | $118,252 | $58,208+103.2% | $81,812+44.5% | $80,856+46.2% |
| Participation rate | 61.0% | 63.4%-2.4pp | 72.3%-11.4pp | 67.6%-6.7pp |
| Annual return | 12.19% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $345 | $2,340-85.3% | $2,912-88.2% | $2,755-87.5% |
| Participant deferral / active EE | $3,239 | $3,281-1.3% | $4,319-25.0% | $4,296-24.6% |
| Admin fee / account holder | $1,684 | $4,981-66.2% | $7,386-77.2% | $6,918-75.7% |