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 | $93,401 | $54,701+70.7% | $86,188+8.4% | $71,457+30.7% |
| Participation rate | 44.1% | 60.1%-16.0pp | 69.0%-24.8pp | 67.9%-23.8pp |
| Annual return | 16.14% | 20.06%-3.9pp | 1168.45%-1152.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $559 | $1,265-55.8% | $2,380-76.5% | $2,588-78.4% |
| Participant deferral / active EE | $1,615 | $3,108-48.0% | $3,985-59.5% | $4,289-62.3% |
| Admin fee / account holder | $929 | $1,922-51.7% | $6,852-86.4% | $1,587-41.5% |