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 | $76,640 | $47,848+60.2% | $81,478-5.9% | $70,131+9.3% |
| Participation rate | 13.3% | 58.3%-44.9pp | 68.0%-54.6pp | 69.5%-56.2pp |
| Annual return | 20.40% | 27.25%-6.8pp | 38.78%-18.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $554 | $1,527-63.7% | $2,568-78.4% | $2,342-76.3% |
| Participant deferral / active EE | $852 | $2,453-65.3% | $3,537-75.9% | $3,332-74.4% |
| Admin fee / account holder | $1,130 | $3,145-64.1% | $4,561-75.2% | $4,645-75.7% |