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 | $71,259 | $48,335+47.4% | $121,098-41.2% | $71,457-0.3% |
| Participation rate | 25.4% | 54.3%-28.9pp | 69.5%-44.1pp | 67.9%-42.5pp |
| Annual return | 18.96% | 23.32%-4.4pp | 985.75%-966.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $640 | $1,489-57.0% | $4,164-84.6% | $2,588-75.3% |
| Participant deferral / active EE | $1,698 | $2,754-38.4% | $4,080-58.4% | $4,289-60.4% |
| Admin fee / account holder | $1,309 | $1,841-28.9% | $5,644-76.8% | $1,587-17.5% |