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 | $112,699 | $70,669+59.5% | $169,368-33.5% | $75,163+49.9% |
| Participation rate | 61.0% | 64.8%-3.8pp | 77.1%-16.1pp | 67.2%-6.2pp |
| Annual return | 18.53% | 36.36%-17.8pp | 405.60%-387.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,219 | $2,211-44.8% | $4,013-69.6% | $2,670-54.3% |
| Participant deferral / active EE | $4,844 | $4,311+12.4% | $6,221-22.1% | $4,125+17.4% |
| Admin fee / account holder | $2,635 | $5,402-51.2% | $9,003-70.7% | $5,651-53.4% |