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 | $64,052 | $58,208+10.0% | $81,812-21.7% | $80,856-20.8% |
| Participation rate | 22.9% | 63.4%-40.5pp | 72.3%-49.4pp | 67.6%-44.7pp |
| Annual return | 11.16% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $441 | $2,340-81.2% | $2,912-84.9% | $2,755-84.0% |
| Participant deferral / active EE | $1,430 | $3,281-56.4% | $4,319-66.9% | $4,296-66.7% |
| Admin fee / account holder | $453 | $4,981-90.9% | $7,386-93.9% | $6,918-93.5% |