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 | $100,326 | $57,828+73.5% | $117,039-14.3% | $70,131+43.1% |
| Participation rate | 32.4% | 67.1%-34.7pp | 77.2%-44.8pp | 69.5%-37.1pp |
| Annual return | 22.27% | 17.55%+4.7pp | 18.95%+3.3pp | 73.14%-50.9pp |
| Employer contribution / active EE | $929 | $1,816-48.8% | $3,785-75.4% | $2,342-60.3% |
| Participant deferral / active EE | $1,912 | $2,438-21.6% | $3,929-51.3% | $3,332-42.6% |
| Admin fee / account holder | $579 | $3,548-83.7% | $5,974-90.3% | $4,645-87.5% |