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 | $121,737 | $62,573+94.6% | $85,682+42.1% | $85,850+41.8% |
| Participation rate | 45.8% | 61.1%-15.4pp | 69.9%-24.1pp | 69.3%-23.6pp |
| Annual return | 17.26% | 23.77%-6.5pp | 21.49%-4.2pp | 318.53%-301.3pp |
| Employer contribution / active EE | $374 | $1,757-78.7% | $2,618-85.7% | $2,565-85.4% |
| Participant deferral / active EE | $3,738 | $2,802+33.4% | $3,923-4.7% | $3,952-5.4% |
| Admin fee / account holder | $944 | $4,640-79.7% | $6,873-86.3% | $6,260-84.9% |