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 | $69,646 | $52,279+33.2% | $89,391-22.1% | $79,858-12.8% |
| Participation rate | 32.8% | 57.5%-24.8pp | 68.0%-35.2pp | 69.6%-36.8pp |
| Annual return | 13.83% | 22.16%-8.3pp | 245.62%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,465 | $1,572-6.8% | $2,586-43.3% | $2,471-40.7% |
| Participant deferral / active EE | $3,399 | $2,740+24.0% | $3,890-12.6% | $3,740-9.1% |
| Admin fee / account holder | $2,324 | $3,356-30.8% | $4,881-52.4% | $5,306-56.2% |