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 | $90,064 | $78,422+14.8% | $95,952-6.1% | $79,858+12.8% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 28.37% | 19.37%+9.0pp | 91.61%-63.2pp | 31.71%-3.3pp |
| Employer contribution / active EE | $893 | $1,945-54.1% | $2,541-64.8% | $2,471-63.8% |
| Participant deferral / active EE | $3,199 | $3,440-7.0% | $4,167-23.2% | $3,740-14.5% |
| Admin fee / account holder | $625 | $5,622-88.9% | $6,795-90.8% | $5,306-88.2% |