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 | $111,571 | $57,065+95.5% | $75,670+47.4% | $70,131+59.1% |
| Participation rate | 66.7% | 68.1%-1.4pp | 72.3%-5.7pp | 69.5%-2.9pp |
| Annual return | 16.01% | 23.57%-7.6pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,071 | $2,580+57.8% | $3,142+29.6% | $3,332+22.2% |
| Admin fee / account holder | $8,430 | $3,825+120.4% | $5,800+45.4% | $4,645+81.5% |