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 | $92,016 | $48,046+91.5% | $84,611+8.8% | $72,985+26.1% |
| Participation rate | 17.4% | 57.6%-40.2pp | 68.2%-50.8pp | 69.5%-52.1pp |
| Annual return | 22.57% | 37.38%-14.8pp | 258.74%-236.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $631 | $1,602-60.6% | $2,652-76.2% | $2,440-74.2% |
| Participant deferral / active EE | $926 | $2,680-65.5% | $3,899-76.2% | $3,607-74.3% |
| Admin fee / account holder | $1,231 | $3,395-63.7% | $4,912-74.9% | $5,124-76.0% |