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 | $96,745 | $56,114+72.4% | $96,139+0.6% | $85,850+12.7% |
| Participation rate | 53.1% | 56.7%-3.6pp | 68.4%-15.3pp | 69.3%-16.2pp |
| Annual return | 13.23% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $412 | $1,620-74.6% | $2,797-85.3% | $2,565-83.9% |
| Participant deferral / active EE | $4,551 | $2,859+59.2% | $4,349+4.6% | $3,952+15.2% |
| Admin fee / account holder | $18,766 | $3,768+398.0% | $5,537+238.9% | $6,260+199.8% |