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 | $88,050 | $78,705+11.9% | $117,854-25.3% | $70,131+25.6% |
| Participation rate | 60.5% | 73.2%-12.7pp | 79.7%-19.1pp | 69.5%-9.0pp |
| Annual return | 26.22% | 23.30%+2.9pp | 335.08%-308.9pp | 73.14%-46.9pp |
| Employer contribution / active EE | $1,185 | $2,223-46.7% | $3,786-68.7% | $2,342-49.4% |
| Participant deferral / active EE | $3,021 | $3,297-8.4% | $4,482-32.6% | $3,332-9.3% |
| Admin fee / account holder | $1,186 | $5,065-76.6% | $8,020-85.2% | $4,645-74.5% |