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 | $124,660 | $70,428+77.0% | $96,562+29.1% | $85,850+45.2% |
| Participation rate | 46.2% | 61.8%-15.7pp | 69.8%-23.7pp | 69.3%-23.2pp |
| Annual return | 15.69% | 18.59%-2.9pp | 37.78%-22.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $608 | $1,413-57.0% | $2,356-74.2% | $2,565-76.3% |
| Participant deferral / active EE | $1,533 | $2,894-47.0% | $3,849-60.2% | $3,952-61.2% |
| Admin fee / account holder | $939 | $4,997-81.2% | $6,181-84.8% | $6,260-85.0% |