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 | $177,294 | $228,332-22.4% | $185,823-4.6% | $158,922+11.6% |
| Participation rate | 45.5% | 82.3%-36.8pp | 78.0%-32.6pp | 82.0%-36.5pp |
| Annual return | 10.62% | 40.80%-30.2pp | 35.95%-25.3pp | 302.83%-292.2pp |
| Employer contribution / active EE | $775 | $4,967-84.4% | $4,087-81.0% | $4,761-83.7% |
| Participant deferral / active EE | $3,042 | $6,415-52.6% | $5,632-46.0% | $5,982-49.1% |
| Admin fee / account holder | $4,171 | $11,864-64.8% | $9,500-56.1% | $11,246-62.9% |