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 | $92,232 | $162,781-43.3% | $133,956-31.1% | $158,922-42.0% |
| Participation rate | 41.2% | 83.2%-42.0pp | 79.8%-38.7pp | 82.0%-40.8pp |
| Annual return | 16.25% | 41.94%-25.7pp | 45.09%-28.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $957 | $4,975-80.8% | $3,919-75.6% | $4,761-79.9% |
| Participant deferral / active EE | $2,021 | $5,911-65.8% | $5,048-60.0% | $5,982-66.2% |
| Admin fee / account holder | $22,961 | $11,736+95.6% | $8,927+157.2% | $11,246+104.2% |