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 | $93,444 | $70,428+32.7% | $96,562-3.2% | $85,850+8.8% |
| Participation rate | 67.9% | 61.8%+6.1pp | 69.8%-2.0pp | 69.3%-1.5pp |
| Annual return | 11.93% | 18.59%-6.7pp | 37.78%-25.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,222 | $1,413-13.5% | $2,356-48.1% | $2,565-52.4% |
| Participant deferral / active EE | $3,631 | $2,894+25.5% | $3,849-5.6% | $3,952-8.1% |
| Admin fee / account holder | $2,030 | $4,997-59.4% | $6,181-67.2% | $6,260-67.6% |