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 | $58,491 | $117,381-50.2% | $99,443-41.2% | $152,861-61.7% |
| Participation rate | 28.6% | 77.5%-49.0pp | 73.8%-45.3pp | 82.4%-53.9pp |
| Annual return | 26.54% | 31.87%-5.3pp | 30.72%-4.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $924 | $3,013-69.3% | $2,540-63.6% | $4,762-80.6% |
| Participant deferral / active EE | $3,984 | $4,086-2.5% | $3,619+10.1% | $5,850-31.9% |
| Admin fee / account holder | $304 | $7,631-96.0% | $6,250-95.1% | $11,596-97.4% |