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 | $73,065 | $53,516+36.5% | $126,539-42.3% | $84,808-13.8% |
| Participation rate | 42.3% | 58.2%-16.0pp | 69.8%-27.6pp | 68.3%-26.1pp |
| Annual return | 17.37% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,456 | $1,535-5.1% | $3,674-60.4% | $2,631-44.6% |
| Participant deferral / active EE | $2,416 | $2,671-9.5% | $4,083-40.8% | $4,212-42.6% |
| Admin fee / account holder | $5,228 | $4,497+16.3% | $6,065-13.8% | $7,344-28.8% |