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 | $90,976 | $77,899+16.8% | $149,673-39.2% | $75,163+21.0% |
| Participation rate | 35.4% | 65.6%-30.2pp | 78.8%-43.3pp | 67.2%-31.8pp |
| Annual return | 18.54% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $626 | $3,137-80.1% | $4,818-87.0% | $2,670-76.6% |
| Participant deferral / active EE | $1,277 | $3,411-62.6% | $5,680-77.5% | $4,125-69.0% |
| Admin fee / account holder | $1,366 | $5,956-77.1% | $13,210-89.7% | $5,651-75.8% |