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 | $103,822 | $68,719+51.1% | $91,541+13.4% | $84,808+22.4% |
| Participation rate | 41.2% | 64.5%-23.3pp | 69.8%-28.6pp | 68.3%-27.1pp |
| Annual return | 16.22% | 19.12%-2.9pp | 20.50%-4.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $483 | $1,920-74.8% | $2,505-80.7% | $2,631-81.6% |
| Participant deferral / active EE | $3,981 | $3,136+27.0% | $4,008-0.7% | $4,212-5.5% |
| Admin fee / account holder | $4,983 | $5,786-13.9% | $6,956-28.4% | $7,344-32.1% |