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 | $119,941 | $70,428+70.3% | $96,562+24.2% | $85,850+39.7% |
| Participation rate | 26.9% | 61.8%-34.9pp | 69.8%-42.9pp | 69.3%-42.4pp |
| Annual return | 19.08% | 18.59%+0.5pp | 37.78%-18.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $591 | $1,413-58.2% | $2,356-74.9% | $2,565-77.0% |
| Participant deferral / active EE | $1,442 | $2,894-50.2% | $3,849-62.5% | $3,952-63.5% |
| Admin fee / account holder | $1,249 | $4,997-75.0% | $6,181-79.8% | $6,260-80.0% |