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 | $81,487 | $56,053+45.4% | $75,972+7.3% | $80,856+0.8% |
| Participation rate | 48.6% | 62.0%-13.4pp | 69.1%-20.4pp | 67.6%-19.0pp |
| Annual return | 14.68% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $737 | $1,874-60.7% | $2,685-72.6% | $2,755-73.3% |
| Participant deferral / active EE | $2,985 | $3,052-2.2% | $4,255-29.9% | $4,296-30.5% |
| Admin fee / account holder | $4,386 | $5,234-16.2% | $6,467-32.2% | $6,918-36.6% |