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 | $105,401 | $67,411+56.4% | $91,001+15.8% | $70,131+50.3% |
| Participation rate | 51.4% | 71.4%-20.0pp | 75.6%-24.2pp | 69.5%-18.2pp |
| Annual return | 17.78% | -40.16%+57.9pp | 4.60%+13.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $985 | $1,786-44.8% | $2,456-59.9% | $2,342-57.9% |
| Participant deferral / active EE | $2,514 | $2,823-10.9% | $3,547-29.1% | $3,332-24.5% |
| Admin fee / account holder | $2,015 | $4,236-52.4% | $5,417-62.8% | $4,645-56.6% |