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 | $112,883 | $70,428+60.3% | $96,562+16.9% | $85,850+31.5% |
| Participation rate | 37.0% | 61.8%-24.8pp | 69.8%-32.8pp | 69.3%-32.3pp |
| Annual return | 11.71% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $613 | $1,413-56.6% | $2,356-74.0% | $2,565-76.1% |
| Participant deferral / active EE | $2,164 | $2,894-25.2% | $3,849-43.8% | $3,952-45.2% |
| Admin fee / account holder | $3,305 | $4,997-33.9% | $6,181-46.5% | $6,260-47.2% |