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 | $110,995 | $101,069+9.8% | $81,478+36.2% | $147,584-24.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 24.79% | 32.40%-7.6pp | 38.78%-14.0pp | 578.55%-553.8pp |
| Employer contribution / active EE | $617 | $3,205-80.8% | $2,568-76.0% | $4,876-87.3% |
| Participant deferral / active EE | $1,846 | $4,242-56.5% | $3,537-47.8% | $5,439-66.1% |
| Admin fee / account holder | $4,184 | $5,812-28.0% | $4,561-8.3% | $10,885-61.6% |