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 | $47,022 | $202,432-76.8% | $169,368-72.2% | $139,434-66.3% |
| Participation rate | 53.8% | 81.1%-27.2pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 11.47% | 531.74%-520.3pp | 405.60%-394.1pp | 372.94%-361.5pp |
| Employer contribution / active EE | $819 | $4,692-82.5% | $4,013-79.6% | $4,751-82.8% |
| Participant deferral / active EE | $1,530 | $6,938-77.9% | $6,221-75.4% | $6,710-77.2% |
| Admin fee / account holder | $19,653 | $10,708+83.5% | $9,003+118.3% | $11,403+72.4% |