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 | $95,913 | $49,915+92.2% | $154,803-38.0% | $74,304+29.1% |
| Participation rate | 44.2% | 54.0%-9.7pp | 78.1%-33.8pp | 60.3%-16.1pp |
| Annual return | 18.00% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,220 | $1,611-24.3% | $4,305-71.7% | $2,241-45.6% |
| Participant deferral / active EE | $1,854 | $2,255-17.8% | $5,540-66.5% | $3,767-50.8% |
| Admin fee / account holder | $2,190 | $2,189+0.1% | $14,329-84.7% | $2,969-26.2% |