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 | $95,570 | $63,346+50.9% | $92,233+3.6% | $70,131+36.3% |
| Participation rate | 34.6% | 68.7%-34.1pp | 76.5%-41.9pp | 69.5%-34.9pp |
| Annual return | 17.76% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,673 | $2,854-41.4% | $3,897-57.1% | $3,332-49.8% |
| Admin fee / account holder | $566 | $3,840-85.3% | $5,194-89.1% | $4,645-87.8% |