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 | $80,124 | $56,317+42.3% | $71,209+12.5% | $74,304+7.8% |
| Participation rate | 34.0% | 55.1%-21.2pp | 73.8%-39.8pp | 60.3%-26.4pp |
| Annual return | 17.96% | 42.83%-24.9pp | 282.51%-264.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,367 | $2,160-36.7% | $2,721-49.8% | $2,241-39.0% |
| Participant deferral / active EE | $2,216 | $2,788-20.5% | $4,175-46.9% | $3,767-41.2% |
| Admin fee / account holder | $2,883 | $2,290+25.9% | $5,349-46.1% | $2,969-2.9% |