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 | $95,396 | $66,402+43.7% | $109,895-13.2% | $85,850+11.1% |
| Participation rate | 36.1% | 63.9%-27.8pp | 74.2%-38.1pp | 69.3%-33.2pp |
| Annual return | 28.49% | 19.59%+8.9pp | 29.45%-1.0pp | 318.53%-290.0pp |
| Employer contribution / active EE | $632 | $1,687-62.6% | $2,842-77.8% | $2,565-75.4% |
| Participant deferral / active EE | $1,554 | $2,842-45.3% | $4,048-61.6% | $3,952-60.7% |
| Admin fee / account holder | $2,477 | $4,557-45.6% | $6,066-59.2% | $6,260-60.4% |