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 | $113,308 | $52,279+116.7% | $89,391+26.8% | $79,858+41.9% |
| Participation rate | 18.2% | 57.5%-39.4pp | 68.0%-49.8pp | 69.6%-51.5pp |
| Annual return | 20.95% | 22.16%-1.2pp | 245.62%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $750 | $1,572-52.3% | $2,586-71.0% | $2,471-69.7% |
| Participant deferral / active EE | $2,273 | $2,740-17.0% | $3,890-41.6% | $3,740-39.2% |
| Admin fee / account holder | $831 | $3,356-75.2% | $4,881-83.0% | $5,306-84.3% |