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 | $95,307 | $101,069-5.7% | $81,478+17.0% | $147,584-35.4% |
| Participation rate | 69.2% | 74.5%-5.2pp | 68.0%+1.3pp | 82.8%-13.6pp |
| Annual return | 12.12% | 32.40%-20.3pp | 38.78%-26.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $883 | $3,205-72.5% | $2,568-65.6% | $4,876-81.9% |
| Participant deferral / active EE | $5,060 | $4,242+19.3% | $3,537+43.1% | $5,439-7.0% |
| Admin fee / account holder | $2,322 | $5,812-60.0% | $4,561-49.1% | $10,885-78.7% |