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 | $91,777 | $86,286+6.4% | $111,297-17.5% | $85,850+6.9% |
| Participation rate | 51.2% | 73.3%-22.1pp | 77.3%-26.1pp | 69.3%-18.1pp |
| Annual return | 13.71% | 19.99%-6.3pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $886 | $2,043-56.6% | $2,731-67.5% | $2,565-65.4% |
| Participant deferral / active EE | $2,068 | $3,641-43.2% | $4,487-53.9% | $3,952-47.7% |
| Admin fee / account holder | $1,999 | $8,188-75.6% | $7,964-74.9% | $6,260-68.1% |