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 | $69,055 | $63,346+9.0% | $92,233-25.1% | $70,131-1.5% |
| Participation rate | 60.5% | 68.7%-8.1pp | 76.5%-16.0pp | 69.5%-9.0pp |
| Annual return | 17.47% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,407 | $2,471-43.1% | $3,679-61.8% | $2,342-39.9% |
| Participant deferral / active EE | $3,503 | $2,854+22.8% | $3,897-10.1% | $3,332+5.2% |
| Admin fee / account holder | $740 | $3,840-80.7% | $5,194-85.8% | $4,645-84.1% |