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 | $121,943 | $105,630+15.4% | $87,507+39.4% | $273,961-55.5% |
| Participation rate | 61.9% | 78.2%-16.3pp | 73.8%-11.9pp | 83.0%-21.1pp |
| Annual return | 4.89% | 12.25%-7.4pp | 12.21%-7.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $688 | $3,141-78.1% | $2,550-73.0% | $4,869-85.9% |
| Participant deferral / active EE | $3,124 | $3,601-13.3% | $3,149-0.8% | $5,287-40.9% |
| Admin fee / account holder | $526 | $4,781-89.0% | $4,221-87.5% | $10,132-94.8% |