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 | $63,252 | $52,279+21.0% | $89,391-29.2% | $79,858-20.8% |
| Participation rate | 21.1% | 57.5%-36.5pp | 68.0%-46.9pp | 69.6%-48.6pp |
| Annual return | 25.53% | 22.16%+3.4pp | 245.62%-220.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $788 | $1,572-49.9% | $2,586-69.5% | $2,471-68.1% |
| Participant deferral / active EE | $1,526 | $2,740-44.3% | $3,890-60.8% | $3,740-59.2% |
| Admin fee / account holder | $576 | $3,356-82.8% | $4,881-88.2% | $5,306-89.1% |