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 | $141,221 | $74,927+88.5% | $101,794+38.7% | $84,808+66.5% |
| Participation rate | 54.9% | 61.4%-6.5pp | 69.2%-14.2pp | 68.3%-13.4pp |
| Annual return | 18.46% | 18.70%-0.2pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $675 | $1,522-55.7% | $2,289-70.5% | $2,631-74.4% |
| Participant deferral / active EE | $5,033 | $3,099+62.4% | $4,084+23.2% | $4,212+19.5% |
| Admin fee / account holder | $1,373 | $6,514-78.9% | $8,777-84.4% | $7,344-81.3% |