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 | $96,170 | $77,899+23.5% | $149,673-35.7% | $75,163+27.9% |
| Participation rate | 11.5% | 65.6%-54.0pp | 78.8%-67.2pp | 67.2%-55.7pp |
| Annual return | 16.27% | 31.72%-15.5pp | 134.42%-118.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $786 | $3,137-75.0% | $4,818-83.7% | $2,670-70.6% |
| Participant deferral / active EE | $1,938 | $3,411-43.2% | $5,680-65.9% | $4,125-53.0% |
| Admin fee / account holder | $10,670 | $5,956+79.1% | $13,210-19.2% | $5,651+88.8% |