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 | $101,020 | $70,428+43.4% | $96,562+4.6% | $85,850+17.7% |
| Participation rate | 68.3% | 61.8%+6.5pp | 69.8%-1.5pp | 69.3%-1.0pp |
| Annual return | 14.51% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $554 | $1,413-60.8% | $2,356-76.5% | $2,565-78.4% |
| Participant deferral / active EE | $3,842 | $2,894+32.8% | $3,849-0.2% | $3,952-2.8% |
| Admin fee / account holder | $7,402 | $4,997+48.1% | $6,181+19.8% | $6,260+18.3% |