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 | $109,357 | $78,705+38.9% | $117,854-7.2% | $70,131+55.9% |
| Participation rate | 59.6% | 73.2%-13.6pp | 79.7%-20.0pp | 69.5%-9.9pp |
| Annual return | 16.62% | 23.30%-6.7pp | 335.08%-318.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $980 | $2,223-55.9% | $3,786-74.1% | $2,342-58.1% |
| Participant deferral / active EE | $3,112 | $3,297-5.6% | $4,482-30.6% | $3,332-6.6% |
| Admin fee / account holder | $1,243 | $5,065-75.5% | $8,020-84.5% | $4,645-73.2% |