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 | $115,240 | $83,477+38.1% | $125,175-7.9% | $72,985+57.9% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.5%-21.1pp |
| Annual return | 23.86% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $641 | $2,345-72.7% | $3,865-83.4% | $2,440-73.7% |
| Participant deferral / active EE | $2,797 | $3,585-22.0% | $4,937-43.3% | $3,607-22.5% |
| Admin fee / account holder | $1,465 | $5,517-73.4% | $9,702-84.9% | $5,124-71.4% |