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 | $66,764 | $58,208+14.7% | $81,812-18.4% | $80,856-17.4% |
| Participation rate | 32.2% | 63.4%-31.2pp | 72.3%-40.1pp | 67.6%-35.4pp |
| Annual return | 13.82% | 41.66%-27.8pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $863 | $2,340-63.1% | $2,912-70.4% | $2,755-68.7% |
| Participant deferral / active EE | $2,583 | $3,281-21.3% | $4,319-40.2% | $4,296-39.9% |
| Admin fee / account holder | $2,695 | $4,981-45.9% | $7,386-63.5% | $6,918-61.0% |