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 | $89,133 | $31,310+184.7% | $53,898+65.4% | $74,304+20.0% |
| Participation rate | 42.4% | 30.7%+11.7pp | 55.0%-12.6pp | 60.3%-18.0pp |
| Annual return | 17.08% | 23.16%-6.1pp | 528.60%-511.5pp | 29.43%-12.3pp |
| Employer contribution / active EE | $766 | $450+70.3% | $932-17.8% | $2,241-65.8% |
| Participant deferral / active EE | $2,338 | $934+150.2% | $1,826+28.0% | $3,767-37.9% |
| Admin fee / account holder | $2,428 | $2,175+11.6% | $2,491-2.5% | $2,969-18.2% |