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 | $95,922 | $85,202+12.6% | $172,739-44.5% | $72,985+31.4% |
| Participation rate | 13.9% | 70.1%-56.2pp | 82.6%-68.8pp | 69.5%-55.6pp |
| Annual return | 16.68% | 27.32%-10.6pp | 802.84%-786.2pp | 81.00%-64.3pp |
| Employer contribution / active EE | $553 | $3,324-83.4% | $5,143-89.3% | $2,440-77.3% |
| Participant deferral / active EE | $1,353 | $3,260-58.5% | $5,198-74.0% | $3,607-62.5% |
| Admin fee / account holder | $2,270 | $5,884-61.4% | $13,954-83.7% | $5,124-55.7% |