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 | $71,338 | $58,726+21.5% | $92,233-22.7% | $62,292+14.5% |
| Participation rate | 21.4% | 68.3%-47.0pp | 76.5%-55.1pp | 69.5%-48.1pp |
| Annual return | 20.32% | 43.62%-23.3pp | 176.28%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $797 | $2,392-66.7% | $3,679-78.3% | $2,042-61.0% |
| Participant deferral / active EE | $1,546 | $2,766-44.1% | $3,897-60.3% | $3,169-51.2% |
| Admin fee / account holder | $464 | $556-16.6% | $5,194-91.1% | $479-3.2% |