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 | $82,904 | $63,346+30.9% | $92,233-10.1% | $70,131+18.2% |
| Participation rate | 39.2% | 68.7%-29.5pp | 76.5%-37.3pp | 69.5%-30.4pp |
| Annual return | 15.24% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $902 | $2,471-63.5% | $3,679-75.5% | $2,342-61.5% |
| Participant deferral / active EE | $1,167 | $2,854-59.1% | $3,897-70.0% | $3,332-65.0% |
| Admin fee / account holder | $398 | $3,840-89.6% | $5,194-92.3% | $4,645-91.4% |