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 | $75,787 | $65,390+15.9% | $169,368-55.3% | $71,457+6.1% |
| Participation rate | 38.2% | 67.0%-28.7pp | 77.1%-38.9pp | 67.9%-29.7pp |
| Annual return | 19.11% | 21.31%-2.2pp | 405.60%-386.5pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,209 | $2,079-41.8% | $4,013-69.9% | $2,588-53.3% |
| Participant deferral / active EE | $3,473 | $4,367-20.5% | $6,221-44.2% | $4,289-19.0% |
| Admin fee / account holder | $2,276 | $1,324+71.9% | $9,003-74.7% | $1,587+43.4% |