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 | $92,398 | $58,208+58.7% | $81,812+12.9% | $80,856+14.3% |
| Participation rate | 41.7% | 63.4%-21.7pp | 72.3%-30.7pp | 67.6%-26.0pp |
| Annual return | 18.74% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,592 | $2,340-31.9% | $2,912-45.3% | $2,755-42.2% |
| Participant deferral / active EE | $3,781 | $3,281+15.2% | $4,319-12.5% | $4,296-12.0% |
| Admin fee / account holder | $5,851 | $4,981+17.5% | $7,386-20.8% | $6,918-15.4% |