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 | $77,680 | $53,822+44.3% | $75,696+2.6% | $85,850-9.5% |
| Participation rate | 28.9% | 69.1%-40.1pp | 74.8%-45.9pp | 69.3%-40.4pp |
| Annual return | 26.47% | 24.54%+1.9pp | 104.53%-78.1pp | 318.53%-292.1pp |
| Employer contribution / active EE | $772 | $2,017-61.7% | $2,743-71.9% | $2,565-69.9% |
| Participant deferral / active EE | $2,818 | $2,895-2.7% | $3,821-26.2% | $3,952-28.7% |
| Admin fee / account holder | $15,378 | $3,343+360.0% | $3,619+324.9% | $6,260+145.7% |