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 | $63,107 | $91,190-30.8% | $178,490-64.6% | $79,858-21.0% |
| Participation rate | 36.6% | 69.2%-32.6pp | 81.9%-45.3pp | 69.6%-33.0pp |
| Annual return | 37.36% | 24.19%+13.2pp | 151.07%-113.7pp | 31.71%+5.6pp |
| Employer contribution / active EE | $640 | $3,256-80.3% | $5,011-87.2% | $2,471-74.1% |
| Participant deferral / active EE | $1,761 | $3,236-45.6% | $5,202-66.2% | $3,740-52.9% |
| Admin fee / account holder | $1,716 | $6,751-74.6% | $13,984-87.7% | $5,306-67.7% |