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 | $86,254 | $52,353+64.8% | $120,225-28.3% | $82,448+4.6% |
| Participation rate | 34.5% | 58.3%-23.8pp | 69.6%-35.1pp | 68.1%-33.6pp |
| Annual return | 13.92% | 61.85%-47.9pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $739 | $1,510-51.1% | $3,475-78.8% | $2,551-71.0% |
| Participant deferral / active EE | $2,774 | $2,627+5.6% | $3,999-30.6% | $4,139-33.0% |
| Admin fee / account holder | $1,745 | $4,363-60.0% | $5,696-69.4% | $7,234-75.9% |