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 | $64,908 | $57,281+13.3% | $86,612-25.1% | $75,163-13.6% |
| Participation rate | 22.2% | 63.2%-41.0pp | 71.7%-49.5pp | 67.2%-45.0pp |
| Annual return | 17.87% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $492 | $2,314-78.8% | $3,022-83.7% | $2,670-81.6% |
| Participant deferral / active EE | $1,280 | $3,318-61.4% | $4,438-71.2% | $4,125-69.0% |
| Admin fee / account holder | $966 | $4,112-76.5% | $5,614-82.8% | $5,651-82.9% |