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 | $94,016 | $77,899+20.7% | $149,673-37.2% | $75,163+25.1% |
| Participation rate | 56.9% | 65.6%-8.7pp | 78.8%-21.9pp | 67.2%-10.3pp |
| Annual return | 20.45% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $538 | $3,137-82.8% | $4,818-88.8% | $2,670-79.8% |
| Participant deferral / active EE | $1,661 | $3,411-51.3% | $5,680-70.8% | $4,125-59.7% |
| Admin fee / account holder | $1,720 | $5,956-71.1% | $13,210-87.0% | $5,651-69.6% |