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 | $105,393 | $78,705+33.9% | $117,854-10.6% | $70,131+50.3% |
| Participation rate | 53.4% | 73.2%-19.7pp | 79.7%-26.2pp | 69.5%-16.1pp |
| Annual return | 17.40% | 23.30%-5.9pp | 335.08%-317.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,402 | $2,223-36.9% | $3,786-63.0% | $2,342-40.1% |
| Participant deferral / active EE | $2,454 | $3,297-25.6% | $4,482-45.2% | $3,332-26.3% |
| Admin fee / account holder | $894 | $5,065-82.4% | $8,020-88.9% | $4,645-80.8% |