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 | $88,077 | $59,402+48.3% | $93,654-6.0% | $74,546+18.2% |
| Participation rate | 42.2% | 59.7%-17.5pp | 68.7%-26.6pp | 67.2%-25.1pp |
| Annual return | 17.19% | 81.86%-64.7pp | 133.34%-116.2pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $458 | $1,265-63.8% | $2,421-81.1% | $2,624-82.5% |
| Participant deferral / active EE | $3,491 | $3,049+14.5% | $4,413-20.9% | $4,347-19.7% |
| Admin fee / account holder | $3,913 | $3,023+29.4% | $8,282-52.8% | $1,944+101.3% |