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 | $111,108 | $93,571+18.7% | $135,903-18.2% | $75,163+47.8% |
| Participation rate | 49.4% | 75.2%-25.8pp | 81.9%-32.5pp | 67.2%-17.8pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,685 | $3,537-52.4% | $4,856-65.3% | $2,670-36.9% |
| Participant deferral / active EE | $4,464 | $6,404-30.3% | $7,758-42.5% | $4,125+8.2% |
| Admin fee / account holder | $800 | $6,975-88.5% | $10,762-92.6% | $5,651-85.9% |