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 | $109,847 | $103,376+6.3% | $87,100+26.1% | $152,861-28.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 17.25% | 28.10%-10.9pp | 28.19%-10.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $920 | $3,220-71.4% | $2,521-63.5% | $4,762-80.7% |
| Participant deferral / active EE | $2,021 | $4,778-57.7% | $4,049-50.1% | $5,850-65.5% |
| Admin fee / account holder | $14,811 | $12,205+21.3% | $7,497+97.6% | $11,596+27.7% |