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 | $67,521 | $54,705+23.4% | $71,209-5.2% | $84,808-20.4% |
| Participation rate | 44.8% | 64.1%-19.3pp | 73.8%-29.0pp | 68.3%-23.5pp |
| Annual return | 19.77% | 35.90%-16.1pp | 282.51%-262.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $960 | $2,158-55.5% | $2,721-64.7% | $2,631-63.5% |
| Participant deferral / active EE | $2,001 | $3,030-34.0% | $4,175-52.1% | $4,212-52.5% |
| Admin fee / account holder | $2,874 | $4,863-40.9% | $5,349-46.3% | $7,344-60.9% |