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 | $119,408 | $86,929+37.4% | $102,423+16.6% | $80,856+47.7% |
| Participation rate | 26.3% | 72.4%-46.1pp | 76.5%-50.2pp | 67.6%-41.3pp |
| Annual return | 12.05% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $707 | $2,369-70.1% | $3,023-76.6% | $2,755-74.3% |
| Participant deferral / active EE | $2,625 | $4,118-36.3% | $5,053-48.1% | $4,296-38.9% |
| Admin fee / account holder | $3,463 | $8,049-57.0% | $9,451-63.4% | $6,918-49.9% |