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 | $126,083 | $101,069+24.7% | $81,478+54.7% | $147,584-14.6% |
| Participation rate | 29.4% | 74.5%-45.0pp | 68.0%-38.5pp | 82.8%-53.4pp |
| Annual return | 10.96% | 32.40%-21.4pp | 38.78%-27.8pp | 578.55%-567.6pp |
| Employer contribution / active EE | $735 | $3,205-77.1% | $2,568-71.4% | $4,876-84.9% |
| Participant deferral / active EE | $3,366 | $4,242-20.6% | $3,537-4.8% | $5,439-38.1% |
| Admin fee / account holder | $1,422 | $5,812-75.5% | $4,561-68.8% | $10,885-86.9% |