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 | $136,651 | $77,314+76.7% | $177,989-23.2% | $80,856+69.0% |
| Participation rate | 26.8% | 65.7%-38.9pp | 77.1%-50.3pp | 67.6%-40.8pp |
| Annual return | 16.06% | 18.09%-2.0pp | 294.48%-278.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $914 | $2,292-60.1% | $3,949-76.8% | $2,755-66.8% |
| Participant deferral / active EE | $1,990 | $4,411-54.9% | $6,276-68.3% | $4,296-53.7% |
| Admin fee / account holder | $1,748 | $7,191-75.7% | $10,363-83.1% | $6,918-74.7% |