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 | $94,898 | $91,037+4.2% | $71,671+32.4% | $147,584-35.7% |
| Participation rate | 52.2% | 76.1%-23.9pp | 68.7%-16.6pp | 82.8%-30.7pp |
| Annual return | 14.60% | 20.48%-5.9pp | 20.65%-6.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,246 | $3,327-62.6% | $2,460-49.4% | $4,876-74.5% |
| Participant deferral / active EE | $2,458 | $4,498-45.4% | $3,438-28.5% | $5,439-54.8% |
| Admin fee / account holder | $2,914 | $8,613-66.2% | $5,558-47.6% | $10,885-73.2% |