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 | $110,435 | $93,071+18.7% | $74,583+48.1% | $273,961-59.7% |
| Participation rate | 18.2% | 74.9%-56.8pp | 68.1%-49.9pp | 83.0%-64.8pp |
| Annual return | 7.51% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $668 | $3,160-78.9% | $2,525-73.6% | $4,869-86.3% |
| Participant deferral / active EE | $3,273 | $4,160-21.3% | $3,458-5.4% | $5,287-38.1% |
| Admin fee / account holder | $465 | $5,272-91.2% | $4,138-88.8% | $10,132-95.4% |