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 | $111,633 | $64,480+73.1% | $81,382+37.2% | $80,856+38.1% |
| Participation rate | 61.8% | 63.9%-2.1pp | 69.5%-7.7pp | 67.6%-5.9pp |
| Annual return | 22.11% | 16.34%+5.8pp | 24.73%-2.6pp | 35.59%-13.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,832 | $3,094-40.8% | $3,883-52.8% | $4,296-57.4% |
| Admin fee / account holder | $13,543 | $5,671+138.8% | $5,768+134.8% | $6,918+95.8% |