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 | $99,058 | $58,694+68.8% | $142,863-30.7% | $85,850+15.4% |
| Participation rate | 34.7% | 58.5%-23.8pp | 71.9%-37.2pp | 69.3%-34.6pp |
| Annual return | 14.35% | 27.72%-13.4pp | 5637.54%-5623.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $776 | $1,423-45.5% | $4,144-81.3% | $2,565-69.7% |
| Participant deferral / active EE | $1,518 | $2,607-41.8% | $3,837-60.4% | $3,952-61.6% |
| Admin fee / account holder | $1,569 | $4,239-63.0% | $6,560-76.1% | $6,260-74.9% |