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 | $75,418 | $69,515+8.5% | $86,874-13.2% | $85,850-12.2% |
| Participation rate | 47.4% | 66.3%-19.0pp | 71.6%-24.3pp | 69.3%-21.9pp |
| Annual return | 12.92% | 20.12%-7.2pp | 63.52%-50.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $917 | $1,880-51.2% | $2,495-63.2% | $2,565-64.2% |
| Participant deferral / active EE | $1,419 | $2,919-51.4% | $3,699-61.6% | $3,952-64.1% |
| Admin fee / account holder | $1,406 | $5,972-76.4% | $5,828-75.9% | $6,260-77.5% |