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 | $92,820 | $77,314+20.1% | $177,989-47.9% | $80,856+14.8% |
| Participation rate | 55.6% | 65.7%-10.1pp | 77.1%-21.5pp | 67.6%-12.1pp |
| Annual return | 11.42% | 18.09%-6.7pp | 294.48%-283.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,965 | $2,292-14.3% | $3,949-50.2% | $2,755-28.7% |
| Participant deferral / active EE | $3,925 | $4,411-11.0% | $6,276-37.5% | $4,296-8.6% |
| Admin fee / account holder | $4,030 | $7,191-44.0% | $10,363-61.1% | $6,918-41.7% |