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 | $100,126 | $63,346+58.1% | $92,233+8.6% | $70,131+42.8% |
| Participation rate | 55.9% | 68.7%-12.7pp | 76.5%-20.5pp | 69.5%-13.6pp |
| Annual return | 14.62% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $532 | $2,471-78.5% | $3,679-85.6% | $2,342-77.3% |
| Participant deferral / active EE | $2,097 | $2,854-26.5% | $3,897-46.2% | $3,332-37.1% |
| Admin fee / account holder | $1,678 | $3,840-56.3% | $5,194-67.7% | $4,645-63.9% |