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 | $113,354 | $86,891+30.5% | $142,449-20.4% | $75,163+50.8% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.8%-43.4pp | 67.2%-33.9pp |
| Annual return | 17.67% | 23.31%-5.6pp | 19.99%-2.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,247 | $3,355-62.8% | $4,847-74.3% | $2,670-53.3% |
| Participant deferral / active EE | $2,339 | $4,938-52.6% | $6,283-62.8% | $4,125-43.3% |
| Admin fee / account holder | $2,934 | $7,299-59.8% | $10,011-70.7% | $5,651-48.1% |