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 | $107,693 | $51,175+110.4% | $70,515+52.7% | $75,163+43.3% |
| Participation rate | 19.1% | 60.9%-41.8pp | 68.3%-49.2pp | 67.2%-48.0pp |
| Annual return | 39.49% | 30.02%+9.5pp | 32.77%+6.7pp | 160.62%-121.1pp |
| Employer contribution / active EE | $422 | $1,826-76.9% | $2,973-85.8% | $2,670-84.2% |
| Participant deferral / active EE | $1,147 | $2,849-59.7% | $4,567-74.9% | $4,125-72.2% |
| Admin fee / account holder | $9,049 | $4,091+121.2% | $6,412+41.1% | $5,651+60.1% |