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 | $110,527 | $62,573+76.6% | $85,682+29.0% | $85,850+28.7% |
| Participation rate | 54.2% | 61.1%-7.0pp | 69.9%-15.7pp | 69.3%-15.1pp |
| Annual return | 16.08% | 23.77%-7.7pp | 21.49%-5.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $686 | $1,757-61.0% | $2,618-73.8% | $2,565-73.3% |
| Participant deferral / active EE | $3,537 | $2,802+26.2% | $3,923-9.8% | $3,952-10.5% |
| Admin fee / account holder | $10,024 | $4,640+116.0% | $6,873+45.8% | $6,260+60.1% |