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 | $173,629 | $110,261+57.5% | $95,745+81.3% | $139,434+24.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 16.99% | 27.11%-10.1pp | 28.35%-11.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $333 | $3,257-89.8% | $2,835-88.2% | $4,751-93.0% |
| Participant deferral / active EE | $1,373 | $4,676-70.6% | $4,245-67.6% | $6,710-79.5% |
| Admin fee / account holder | $7,990 | $6,613+20.8% | $5,678+40.7% | $11,403-29.9% |