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 | $56,611 | $63,140-10.3% | $304,612-81.4% | $116,462-51.4% |
| Participation rate | 65.2% | 70.4%-5.1pp | 81.9%-16.7pp | 74.7%-9.5pp |
| Annual return | 19.46% | 15.04%+4.4pp | 329.91%-310.5pp | 15.65%+3.8pp |
| Employer contribution / active EE | $1,099 | $2,385-53.9% | $7,476-85.3% | $3,231-66.0% |
| Participant deferral / active EE | $3,968 | $2,741+44.8% | $5,388-26.4% | $3,836+3.4% |
| Admin fee / account holder | $2,893 | $7,583-61.9% | $12,962-77.7% | $12,754-77.3% |