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 | $121,843 | $62,573+94.7% | $85,682+42.2% | $85,850+41.9% |
| Participation rate | 57.8% | 61.1%-3.3pp | 69.9%-12.0pp | 69.3%-11.5pp |
| Annual return | 16.30% | 23.77%-7.5pp | 21.49%-5.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $743 | $1,757-57.7% | $2,618-71.6% | $2,565-71.1% |
| Participant deferral / active EE | $2,594 | $2,802-7.4% | $3,923-33.9% | $3,952-34.4% |
| Admin fee / account holder | $8,408 | $4,640+81.2% | $6,873+22.3% | $6,260+34.3% |