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 | $75,201 | $51,175+47.0% | $70,515+6.6% | $75,163+0.1% |
| Participation rate | 35.5% | 60.9%-25.5pp | 68.3%-32.9pp | 67.2%-31.7pp |
| Annual return | 19.28% | 30.02%-10.7pp | 32.77%-13.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,123 | $1,826-38.5% | $2,973-62.2% | $2,670-58.0% |
| Participant deferral / active EE | $2,228 | $2,849-21.8% | $4,567-51.2% | $4,125-46.0% |
| Admin fee / account holder | $2,500 | $4,091-38.9% | $6,412-61.0% | $5,651-55.8% |