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 | $68,131 | $31,310+117.6% | $53,898+26.4% | $74,304-8.3% |
| Participation rate | 28.3% | 30.7%-2.4pp | 55.0%-26.7pp | 60.3%-32.0pp |
| Annual return | 17.78% | 23.16%-5.4pp | 528.60%-510.8pp | 29.43%-11.6pp |
| Employer contribution / active EE | $922 | $450+104.9% | $932-1.1% | $2,241-58.9% |
| Participant deferral / active EE | $1,398 | $934+49.7% | $1,826-23.4% | $3,767-62.9% |
| Admin fee / account holder | $3,955 | $2,175+81.8% | $2,491+58.8% | $2,969+33.2% |