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 | $144,332 | $63,346+127.8% | $92,233+56.5% | $70,131+105.8% |
| Participation rate | 35.9% | 68.7%-32.8pp | 76.5%-40.6pp | 69.5%-33.6pp |
| Annual return | 13.69% | 530.12%-516.4pp | 176.28%-162.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $826 | $2,471-66.6% | $3,679-77.6% | $2,342-64.7% |
| Participant deferral / active EE | $1,558 | $2,854-45.4% | $3,897-60.0% | $3,332-53.2% |
| Admin fee / account holder | $1,409 | $3,840-63.3% | $5,194-72.9% | $4,645-69.7% |