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 | $136,088 | $117,983+15.3% | $101,794+33.7% | $142,382-4.4% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.2%-25.4pp | 80.1%-36.4pp |
| Annual return | 13.62% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $862 | $2,773-68.9% | $2,289-62.4% | $4,299-80.0% |
| Participant deferral / active EE | $1,721 | $4,714-63.5% | $4,084-57.9% | $6,507-73.6% |
| Admin fee / account holder | $1,811 | $10,433-82.6% | $8,777-79.4% | $12,624-85.7% |