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 | $91,881 | $61,272+50.0% | $149,673-38.6% | $71,457+28.6% |
| Participation rate | 25.2% | 62.5%-37.3pp | 78.8%-53.6pp | 67.9%-42.7pp |
| Annual return | 15.48% | 35.85%-20.4pp | 134.42%-118.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $668 | $2,378-71.9% | $4,818-86.1% | $2,588-74.2% |
| Participant deferral / active EE | $1,359 | $2,917-53.4% | $5,680-76.1% | $4,289-68.3% |
| Admin fee / account holder | $3,114 | $1,261+146.9% | $13,210-76.4% | $1,587+96.2% |