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 | $78,215 | $65,041+20.3% | $90,951-14.0% | $79,858-2.1% |
| Participation rate | 56.5% | 61.6%-5.1pp | 69.0%-12.5pp | 69.6%-13.1pp |
| Annual return | 24.95% | 30.45%-5.5pp | 134.60%-109.6pp | 31.71%-6.8pp |
| Employer contribution / active EE | $547 | $1,247-56.2% | $2,122-74.2% | $2,471-77.9% |
| Participant deferral / active EE | $3,802 | $2,512+51.4% | $3,373+12.7% | $3,740+1.7% |
| Admin fee / account holder | $2,508 | $4,536-44.7% | $5,959-57.9% | $5,306-52.7% |