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 | $109,903 | $70,669+55.5% | $169,368-35.1% | $75,163+46.2% |
| Participation rate | 62.7% | 64.8%-2.1pp | 77.1%-14.4pp | 67.2%-4.5pp |
| Annual return | 27.01% | 36.36%-9.3pp | 405.60%-378.6pp | 160.62%-133.6pp |
| Employer contribution / active EE | $736 | $2,211-66.7% | $4,013-81.7% | $2,670-72.4% |
| Participant deferral / active EE | $4,311 | $4,3110% | $6,221-30.7% | $4,125+4.5% |
| Admin fee / account holder | $769 | $5,402-85.8% | $9,003-91.5% | $5,651-86.4% |