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 | $123,179 | $73,787+66.9% | $98,716+24.8% | $82,448+49.4% |
| Participation rate | 32.4% | 61.4%-29.0pp | 69.3%-36.9pp | 68.1%-35.6pp |
| Annual return | 13.09% | 18.57%-5.5pp | 31.81%-18.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $483 | $1,511-68.1% | $2,279-78.8% | $2,551-81.1% |
| Participant deferral / active EE | $1,828 | $3,081-40.7% | $4,048-54.8% | $4,139-55.8% |
| Admin fee / account holder | $5,313 | $6,500-18.3% | $8,703-38.9% | $7,234-26.6% |