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 | $100,379 | $91,552+9.6% | $133,956-25.1% | $79,858+25.7% |
| Participation rate | 30.8% | 73.3%-42.6pp | 79.8%-49.1pp | 69.6%-38.9pp |
| Annual return | 16.38% | 61.85%-45.5pp | 45.09%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $951 | $2,384-60.1% | $3,919-75.7% | $2,471-61.5% |
| Participant deferral / active EE | $2,983 | $3,733-20.1% | $5,048-40.9% | $3,740-20.2% |
| Admin fee / account holder | $1,091 | $6,321-82.7% | $8,927-87.8% | $5,306-79.4% |