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 | $83,672 | $71,050+17.8% | $93,606-10.6% | $80,856+3.5% |
| Participation rate | 34.3% | 60.4%-26.1pp | 68.7%-34.4pp | 67.6%-33.4pp |
| Annual return | 16.72% | 11.26%+5.5pp | 133.20%-116.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $881 | $1,564-43.6% | $2,420-63.6% | $2,755-68.0% |
| Participant deferral / active EE | $1,439 | $4,034-64.3% | $4,411-67.4% | $4,296-66.5% |
| Admin fee / account holder | $6,669 | $6,945-4.0% | $8,285-19.5% | $6,918-3.6% |