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 | $122,492 | $90,503+35.3% | $78,689+55.7% | $273,961-55.3% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 3.77% | 75.60%-71.8pp | 62.18%-58.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $550 | $3,176-82.7% | $2,851-80.7% | $4,869-88.7% |
| Participant deferral / active EE | $6,000 | $3,901+53.8% | $3,517+70.6% | $5,287+13.5% |
| Admin fee / account holder | $669 | $5,263-87.3% | $4,510-85.2% | $10,132-93.4% |