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 | $91,356 | $67,606+35.1% | $82,313+11.0% | $70,131+30.3% |
| Participation rate | 44.7% | 72.8%-28.0pp | 76.9%-32.2pp | 69.5%-24.8pp |
| Annual return | 14.13% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,821 | $2,987+27.9% | $3,706+3.1% | $3,332+14.7% |
| Admin fee / account holder | $5,311 | $4,512+17.7% | $5,608-5.3% | $4,645+14.3% |