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 | $91,793 | $96,635-5.0% | $86,612+6.0% | $139,434-34.2% |
| Participation rate | 27.8% | 74.4%-46.6pp | 71.7%-43.9pp | 80.3%-52.5pp |
| Annual return | 12.39% | 106.41%-94.0pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $795 | $3,263-75.6% | $3,022-73.7% | $4,751-83.3% |
| Participant deferral / active EE | $2,192 | $4,836-54.7% | $4,438-50.6% | $6,710-67.3% |
| Admin fee / account holder | $1,338 | $6,408-79.1% | $5,614-76.2% | $11,403-88.3% |