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 | $70,700 | $48,570+45.6% | $130,648-45.9% | $72,985-3.1% |
| Participation rate | 47.8% | 58.6%-10.7pp | 71.7%-23.9pp | 69.5%-21.7pp |
| Annual return | 19.55% | 38.63%-19.1pp | 1708.96%-1689.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $851 | $1,334-36.2% | $4,092-79.2% | $2,440-65.1% |
| Participant deferral / active EE | $2,660 | $2,384+11.6% | $3,603-26.2% | $3,607-26.3% |
| Admin fee / account holder | $7,511 | $3,549+111.6% | $5,464+37.4% | $5,124+46.6% |