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 | $87,507 | $80,968+8.1% | $96,544-9.4% | $75,163+16.4% |
| Participation rate | 29.6% | 71.8%-42.1pp | 76.0%-46.3pp | 67.2%-37.6pp |
| Annual return | 16.95% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $935 | $2,282-59.0% | $2,965-68.5% | $2,670-65.0% |
| Participant deferral / active EE | $2,607 | $3,928-33.6% | $4,851-46.2% | $4,125-36.8% |
| Admin fee / account holder | $663 | $6,724-90.1% | $8,252-92.0% | $5,651-88.3% |