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 | $89,365 | $58,264+53.4% | $86,612+3.2% | $71,457+25.1% |
| Participation rate | 37.7% | 65.0%-27.3pp | 71.7%-34.0pp | 67.9%-30.2pp |
| Annual return | 15.49% | 21.63%-6.1pp | 591.07%-575.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,186 | $2,574-53.9% | $3,022-60.8% | $2,588-54.2% |
| Participant deferral / active EE | $3,350 | $3,436-2.5% | $4,438-24.5% | $4,289-21.9% |
| Admin fee / account holder | $2,852 | $1,057+169.8% | $5,614-49.2% | $1,587+79.7% |