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 | $67,768 | $54,701+23.9% | $86,188-21.4% | $71,457-5.2% |
| Participation rate | 59.0% | 60.1%-1.1pp | 69.0%-9.9pp | 67.9%-8.9pp |
| Annual return | 18.64% | 20.06%-1.4pp | 1168.45%-1149.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $641 | $1,265-49.3% | $2,380-73.1% | $2,588-75.2% |
| Participant deferral / active EE | $3,400 | $3,108+9.4% | $3,985-14.7% | $4,289-20.7% |
| Admin fee / account holder | $1,075 | $1,922-44.0% | $6,852-84.3% | $1,587-32.3% |