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 | $90,612 | $45,031+101.2% | $84,966+6.6% | $77,643+16.7% |
| Participation rate | 13.8% | 48.7%-34.9pp | 67.5%-53.7pp | 70.6%-56.7pp |
| Annual return | 17.48% | 79.22%-61.7pp | 66.38%-48.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $738 | $1,609-54.2% | $2,727-72.9% | $2,726-72.9% |
| Participant deferral / active EE | $1,478 | $2,807-47.3% | $4,519-67.3% | $4,647-68.2% |
| Admin fee / account holder | $947 | $912+3.8% | $6,149-84.6% | $430+119.9% |