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 | $156,881 | $124,319+26.2% | $111,297+41.0% | $167,490-6.3% |
| Participation rate | 52.6% | 79.6%-27.0pp | 77.3%-24.7pp | 82.1%-29.5pp |
| Annual return | 16.33% | 37.44%-21.1pp | 54.65%-38.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $756 | $3,435-78.0% | $2,731-72.3% | $4,837-84.4% |
| Participant deferral / active EE | $2,862 | $5,180-44.8% | $4,487-36.2% | $6,341-54.9% |
| Admin fee / account holder | $1,126 | $10,618-89.4% | $7,964-85.9% | $12,309-90.9% |