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 | $80,147 | $54,705+46.5% | $71,209+12.6% | $84,808-5.5% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.8%-48.8pp | 68.3%-43.3pp |
| Annual return | 16.79% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $506 | $2,158-76.5% | $2,721-81.4% | $2,631-80.8% |
| Participant deferral / active EE | $2,651 | $3,030-12.5% | $4,175-36.5% | $4,212-37.1% |
| Admin fee / account holder | $4,208 | $4,863-13.5% | $5,349-21.3% | $7,344-42.7% |