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 | $95,196 | $83,477+14.0% | $125,175-23.9% | $72,985+30.4% |
| Participation rate | 44.6% | 73.3%-28.7pp | 79.8%-35.2pp | 69.5%-24.9pp |
| Annual return | 22.32% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $969 | $2,345-58.7% | $3,865-74.9% | $2,440-60.3% |
| Participant deferral / active EE | $1,963 | $3,585-45.3% | $4,937-60.2% | $3,607-45.6% |
| Admin fee / account holder | $6,588 | $5,517+19.4% | $9,702-32.1% | $5,124+28.6% |