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 | $97,053 | $78,485+23.7% | $106,213-8.6% | $74,495+30.3% |
| Participation rate | 61.7% | 72.8%-11.1pp | 75.3%-13.5pp | 67.2%-5.5pp |
| Annual return | 11.67% | 15.95%-4.3pp | 116.14%-104.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,745 | $2,523-30.8% | $3,171-45.0% | $2,623-33.5% |
| Participant deferral / active EE | $3,794 | $4,322-12.2% | $5,016-24.4% | $4,346-12.7% |
| Admin fee / account holder | $4,346 | $2,232+94.7% | $11,033-60.6% | $1,942+123.8% |