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 | $117,551 | $49,915+135.5% | $154,803-24.1% | $74,304+58.2% |
| Participation rate | 32.4% | 54.0%-21.5pp | 78.1%-45.7pp | 60.3%-27.9pp |
| Annual return | 16.61% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $524 | $1,611-67.5% | $4,305-87.8% | $2,241-76.6% |
| Participant deferral / active EE | $1,577 | $2,255-30.0% | $5,540-71.5% | $3,767-58.1% |
| Admin fee / account holder | $3,951 | $2,189+80.5% | $14,329-72.4% | $2,969+33.1% |