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 | $101,491 | $31,310+224.1% | $53,898+88.3% | $74,304+36.6% |
| Participation rate | 29.2% | 30.7%-1.4pp | 55.0%-25.7pp | 60.3%-31.1pp |
| Annual return | 20.01% | 23.16%-3.2pp | 528.60%-508.6pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,075 | $450+139.0% | $932+15.4% | $2,241-52.0% |
| Participant deferral / active EE | $2,243 | $934+140.1% | $1,826+22.8% | $3,767-40.5% |
| Admin fee / account holder | $3,198 | $2,175+47.0% | $2,491+28.4% | $2,969+7.7% |