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 | $155,195 | $81,460+90.5% | $103,333+50.2% | $80,856+91.9% |
| Participation rate | 26.4% | 66.8%-40.5pp | 74.5%-48.1pp | 67.6%-41.2pp |
| Annual return | 14.07% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,070 | $3,105-65.5% | $3,868-72.3% | $2,755-61.2% |
| Participant deferral / active EE | $2,651 | $3,869-31.5% | $5,057-47.6% | $4,296-38.3% |
| Admin fee / account holder | $8,349 | $6,566+27.1% | $8,355-0.1% | $6,918+20.7% |