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 | $97,233 | $60,022+62.0% | $88,946+9.3% | $84,808+14.7% |
| Participation rate | 44.0% | 57.8%-13.8pp | 68.8%-24.8pp | 68.3%-24.3pp |
| Annual return | 14.21% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,564 | $1,703-8.1% | $2,555-38.8% | $2,631-40.5% |
| Participant deferral / active EE | $3,355 | $3,114+7.8% | $4,581-26.8% | $4,212-20.3% |
| Admin fee / account holder | $953 | $4,811-80.2% | $8,261-88.5% | $7,344-87.0% |