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 | $59,304 | $48,046+23.4% | $84,611-29.9% | $72,985-18.7% |
| Participation rate | 35.4% | 57.6%-22.2pp | 68.2%-32.8pp | 69.5%-34.1pp |
| Annual return | 23.39% | 37.38%-14.0pp | 258.74%-235.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $912 | $1,602-43.1% | $2,652-65.6% | $2,440-62.6% |
| Participant deferral / active EE | $1,458 | $2,680-45.6% | $3,899-62.6% | $3,607-59.6% |
| Admin fee / account holder | $791 | $3,395-76.7% | $4,912-83.9% | $5,124-84.6% |