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 | $60,989 | $48,795+25.0% | $65,493-6.9% | $84,808-28.1% |
| Participation rate | 34.6% | 67.0%-32.4pp | 73.1%-38.5pp | 68.3%-33.7pp |
| Annual return | 11.70% | 20.20%-8.5pp | 982.45%-970.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $488 | $1,930-74.7% | $2,574-81.1% | $2,631-81.5% |
| Participant deferral / active EE | $1,179 | $2,928-59.7% | $3,961-70.2% | $4,212-72.0% |
| Admin fee / account holder | $1,369 | $3,877-64.7% | $5,028-72.8% | $7,344-81.4% |