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 | $94,564 | $65,561+44.2% | $86,188+9.7% | $75,163+25.8% |
| Participation rate | 30.8% | 60.5%-29.7pp | 69.0%-38.2pp | 67.2%-36.4pp |
| Annual return | 17.76% | 46.05%-28.3pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $507 | $1,553-67.3% | $2,380-78.7% | $2,670-81.0% |
| Participant deferral / active EE | $2,429 | $3,024-19.7% | $3,985-39.1% | $4,125-41.1% |
| Admin fee / account holder | $1,976 | $5,474-63.9% | $6,852-71.2% | $5,651-65.0% |