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 | $64,209 | $48,230+33.1% | $67,502-4.9% | $80,856-20.6% |
| Participation rate | 56.3% | 66.4%-10.1pp | 72.9%-16.6pp | 67.6%-11.4pp |
| Annual return | 20.72% | 18.28%+2.4pp | 3512.12%-3491.4pp | 35.59%-14.9pp |
| Employer contribution / active EE | $770 | $2,020-61.9% | $2,731-71.8% | $2,755-72.1% |
| Participant deferral / active EE | $2,670 | $2,924-8.7% | $4,000-33.3% | $4,296-37.9% |
| Admin fee / account holder | $1,684 | $3,681-54.3% | $3,998-57.9% | $6,918-75.7% |