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 | $85,013 | $77,314+10.0% | $177,989-52.2% | $80,856+5.1% |
| Participation rate | 41.0% | 65.7%-24.7pp | 77.1%-36.1pp | 67.6%-26.6pp |
| Annual return | 15.81% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,368 | $2,292-40.3% | $3,949-65.4% | $2,755-50.4% |
| Participant deferral / active EE | $1,807 | $4,411-59.0% | $6,276-71.2% | $4,296-57.9% |
| Admin fee / account holder | $1,978 | $7,191-72.5% | $10,363-80.9% | $6,918-71.4% |