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 | $90,685 | $53,516+69.5% | $126,539-28.3% | $84,808+6.9% |
| Participation rate | 54.3% | 58.2%-4.0pp | 69.8%-15.5pp | 68.3%-14.0pp |
| Annual return | 14.12% | 58.34%-44.2pp | 425.95%-411.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,586 | $1,535+3.3% | $3,674-56.8% | $2,631-39.7% |
| Participant deferral / active EE | $1,077 | $2,671-59.7% | $4,083-73.6% | $4,212-74.4% |
| Admin fee / account holder | $5,638 | $4,497+25.4% | $6,065-7.0% | $7,344-23.2% |