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 | $88,018 | $58,234+51.1% | $81,783+7.6% | $80,874+8.8% |
| Participation rate | 55.0% | 63.4%-8.4pp | 72.4%-17.4pp | 67.6%-12.6pp |
| Annual return | 18.44% | 41.70%-23.3pp | 775.05%-756.6pp | 35.62%-17.2pp |
| Employer contribution / active EE | $402 | $2,341-82.8% | $2,913-86.2% | $2,756-85.4% |
| Participant deferral / active EE | $2,179 | $3,283-33.6% | $4,320-49.6% | $4,297-49.3% |
| Admin fee / account holder | $1,263 | $4,982-74.6% | $7,380-82.9% | $6,935-81.8% |