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 | $73,187 | $89,753-18.5% | $107,525-31.9% | $84,808-13.7% |
| Participation rate | 59.5% | 68.1%-8.6pp | 75.1%-15.6pp | 68.3%-8.9pp |
| Annual return | 13.51% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $993 | $3,113-68.1% | $3,754-73.5% | $2,631-62.2% |
| Participant deferral / active EE | $2,077 | $4,056-48.8% | $5,116-59.4% | $4,212-50.7% |
| Admin fee / account holder | $1,954 | $7,222-72.9% | $8,919-78.1% | $7,344-73.4% |