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 | $114,441 | $95,453+19.9% | $112,040+2.1% | $82,448+38.8% |
| Participation rate | 41.9% | 72.8%-30.8pp | 76.5%-34.6pp | 68.1%-26.1pp |
| Annual return | 12.70% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $939 | $2,318-59.5% | $2,954-68.2% | $2,551-63.2% |
| Participant deferral / active EE | $2,821 | $4,224-33.2% | $5,098-44.7% | $4,139-31.8% |
| Admin fee / account holder | $31,752 | $9,013+252.3% | $12,098+162.5% | $7,234+338.9% |