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 | $87,727 | $62,127+41.2% | $81,382+7.8% | $74,495+17.8% |
| Participation rate | 35.0% | 64.0%-29.0pp | 69.5%-34.5pp | 67.2%-32.2pp |
| Annual return | 16.28% | 16.48%-0.2pp | 24.73%-8.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $709 | $1,882-62.3% | $2,463-71.2% | $2,623-73.0% |
| Participant deferral / active EE | $1,495 | $3,229-53.7% | $3,883-61.5% | $4,346-65.6% |
| Admin fee / account holder | $2,463 | $1,934+27.3% | $5,768-57.3% | $1,942+26.8% |