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 | $90,513 | $70,428+28.5% | $96,562-6.3% | $85,850+5.4% |
| Participation rate | 16.2% | 61.8%-45.6pp | 69.8%-53.6pp | 69.3%-53.1pp |
| Annual return | 14.84% | 18.59%-3.8pp | 37.78%-22.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $378 | $1,413-73.2% | $2,356-83.9% | $2,565-85.2% |
| Participant deferral / active EE | $1,678 | $2,894-42.0% | $3,849-56.4% | $3,952-57.5% |
| Admin fee / account holder | $441 | $4,997-91.2% | $6,181-92.9% | $6,260-93.0% |