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 | $125,079 | $79,944+56.5% | $98,439+27.1% | $75,163+66.4% |
| Participation rate | 59.6% | 70.4%-10.8pp | 75.2%-15.5pp | 67.2%-7.6pp |
| Annual return | 17.04% | 19.75%-2.7pp | 21.16%-4.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $871 | $2,264-61.5% | $3,048-71.4% | $2,670-67.4% |
| Participant deferral / active EE | $2,741 | $3,752-26.9% | $4,738-42.1% | $4,125-33.6% |
| Admin fee / account holder | $4,484 | $6,840-34.4% | $8,948-49.9% | $5,651-20.7% |