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 | $62,212 | $85,202-27.0% | $172,739-64.0% | $72,985-14.8% |
| Participation rate | 63.0% | 70.1%-7.1pp | 82.6%-19.7pp | 69.5%-6.5pp |
| Annual return | 28.48% | 27.32%+1.2pp | 802.84%-774.4pp | 81.00%-52.5pp |
| Employer contribution / active EE | $1,582 | $3,324-52.4% | $5,143-69.2% | $2,440-35.2% |
| Participant deferral / active EE | $2,426 | $3,260-25.6% | $5,198-53.3% | $3,607-32.7% |
| Admin fee / account holder | $12,128 | $5,884+106.1% | $13,954-13.1% | $5,124+136.7% |