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 | $89,724 | $47,105+90.5% | $68,368+31.2% | $67,986+32.0% |
| Participation rate | 26.0% | 51.8%-25.8pp | 73.8%-47.8pp | 57.2%-31.2pp |
| Annual return | 16.01% | 48.37%-32.4pp | 292.57%-276.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $733 | $1,859-60.6% | $2,649-72.3% | $2,019-63.7% |
| Participant deferral / active EE | $1,900 | $2,374-20.0% | $4,123-53.9% | $3,358-43.4% |
| Admin fee / account holder | $8,926 | $2,435+266.6% | $5,150+73.3% | $3,203+178.7% |