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 | $108,054 | $73,787+46.4% | $98,716+9.5% | $82,448+31.1% |
| Participation rate | 51.7% | 61.4%-9.7pp | 69.3%-17.6pp | 68.1%-16.3pp |
| Annual return | 15.22% | 18.57%-3.3pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $406 | $1,511-73.1% | $2,279-82.2% | $2,551-84.1% |
| Participant deferral / active EE | $4,223 | $3,081+37.1% | $4,048+4.3% | $4,139+2.0% |
| Admin fee / account holder | $6,592 | $6,500+1.4% | $8,703-24.3% | $7,234-8.9% |