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 | $93,571 | $68,573+36.5% | $120,368-22.3% | $80,874+15.7% |
| Participation rate | 32.1% | 61.6%-29.4pp | 71.9%-39.8pp | 67.6%-35.5pp |
| Annual return | 17.21% | 23.61%-6.4pp | 107.26%-90.1pp | 35.62%-18.4pp |
| Employer contribution / active EE | $1,138 | $2,052-44.5% | $3,465-67.1% | $2,756-58.7% |
| Participant deferral / active EE | $1,518 | $3,174-52.2% | $4,991-69.6% | $4,297-64.7% |
| Admin fee / account holder | $2,828 | $5,734-50.7% | $9,429-70.0% | $6,935-59.2% |