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 | $101,954 | $60,124+69.6% | $90,404+12.8% | $79,858+27.7% |
| Participation rate | 51.6% | 65.0%-13.4pp | 72.7%-21.1pp | 69.6%-18.1pp |
| Annual return | 12.71% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $760 | $2,068-63.2% | $3,262-76.7% | $2,471-69.2% |
| Participant deferral / active EE | $1,850 | $2,938-37.0% | $3,963-53.3% | $3,740-50.5% |
| Admin fee / account holder | $3,364 | $3,976-15.4% | $5,611-40.0% | $5,306-36.6% |