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 | $86,378 | $52,279+65.2% | $89,391-3.4% | $79,858+8.2% |
| Participation rate | 31.6% | 57.5%-26.0pp | 68.0%-36.4pp | 69.6%-38.1pp |
| Annual return | 13.16% | 22.16%-9.0pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,076 | $1,572-31.5% | $2,586-58.4% | $2,471-56.5% |
| Participant deferral / active EE | $1,593 | $2,740-41.9% | $3,890-59.0% | $3,740-57.4% |
| Admin fee / account holder | $458 | $3,356-86.4% | $4,881-90.6% | $5,306-91.4% |