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 | $93,431 | $65,365+42.9% | $92,893+0.6% | $72,985+28.0% |
| Participation rate | 19.5% | 68.3%-48.8pp | 76.0%-56.5pp | 69.5%-50.0pp |
| Annual return | 25.09% | 42.10%-17.0pp | 109.41%-84.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $698 | $2,594-73.1% | $3,653-80.9% | $2,440-71.4% |
| Participant deferral / active EE | $1,932 | $3,128-38.2% | $4,236-54.4% | $3,607-46.4% |
| Admin fee / account holder | $1,313 | $4,251-69.1% | $5,794-77.3% | $5,124-74.4% |