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 | $117,204 | $90,503+29.5% | $78,689+48.9% | $273,961-57.2% |
| Participation rate | 64.7% | 76.5%-11.8pp | 73.6%-8.9pp | 83.0%-18.3pp |
| Annual return | 8.01% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $303 | $3,176-90.5% | $2,851-89.4% | $4,869-93.8% |
| Participant deferral / active EE | $2,448 | $3,901-37.2% | $3,517-30.4% | $5,287-53.7% |
| Admin fee / account holder | $621 | $5,263-88.2% | $4,510-86.2% | $10,132-93.9% |