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 | $163,419 | $101,724+60.6% | $164,813-0.8% | $80,856+102.1% |
| Participation rate | 45.9% | 71.8%-25.9pp | 78.6%-32.7pp | 67.6%-21.7pp |
| Annual return | 26.44% | 16.72%+9.7pp | 69.93%-43.5pp | 35.59%-9.2pp |
| Employer contribution / active EE | $1,475 | $2,953-50.1% | $4,341-66.0% | $2,755-46.5% |
| Participant deferral / active EE | $4,130 | $4,477-7.8% | $6,031-31.5% | $4,296-3.9% |
| Admin fee / account holder | $5,551 | $8,227-32.5% | $12,690-56.3% | $6,918-19.8% |