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 | $120,381 | $93,071+29.3% | $74,583+61.4% | $273,961-56.1% |
| Participation rate | 52.9% | 74.9%-22.0pp | 68.1%-15.2pp | 83.0%-30.1pp |
| Annual return | 8.10% | 26.18%-18.1pp | 20.47%-12.4pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,435 | $3,160-54.6% | $2,525-43.2% | $4,869-70.5% |
| Participant deferral / active EE | $7,112 | $4,160+71.0% | $3,458+105.7% | $5,287+34.5% |
| Admin fee / account holder | $311 | $5,272-94.1% | $4,138-92.5% | $10,132-96.9% |