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 | $79,312 | $34,308+131.2% | $74,701+6.2% | $72,985+8.7% |
| Participation rate | 36.7% | 42.4%-5.7pp | 54.5%-17.7pp | 69.5%-32.8pp |
| Annual return | 19.54% | 26.58%-7.0pp | 752.92%-733.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,042 | $692+50.7% | $1,084-3.8% | $2,440-57.3% |
| Participant deferral / active EE | $1,684 | $1,271+32.5% | $1,964-14.2% | $3,607-53.3% |
| Admin fee / account holder | $2,628 | $2,124+23.7% | $3,333-21.1% | $5,124-48.7% |