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 | $92,991 | $65,409+42.2% | $98,442-5.5% | $85,850+8.3% |
| Participation rate | 53.3% | 65.0%-11.7pp | 73.3%-20.0pp | 69.3%-16.0pp |
| Annual return | 12.75% | 21.76%-9.0pp | 1492.73%-1480.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $318 | $2,168-85.3% | $2,960-89.3% | $2,565-87.6% |
| Participant deferral / active EE | $1,243 | $3,166-60.7% | $4,276-70.9% | $3,952-68.5% |
| Admin fee / account holder | $2,471 | $4,593-46.2% | $5,949-58.5% | $6,260-60.5% |