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 | $112,670 | $93,346+20.7% | $71,796+56.9% | $273,961-58.9% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.1%-10.3pp | 83.0%-24.2pp |
| Annual return | 3.25% | 130.39%-127.1pp | 78.04%-74.8pp | 41.45%-38.2pp |
| Employer contribution / active EE | $683 | $2,733-75.0% | $1,924-64.5% | $4,869-86.0% |
| Participant deferral / active EE | $2,733 | $3,475-21.4% | $2,794-2.2% | $5,287-48.3% |
| Admin fee / account holder | $3,592 | $6,571-45.3% | $4,815-25.4% | $10,132-64.5% |