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 | $100,405 | $91,190+10.1% | $178,490-43.7% | $79,858+25.7% |
| Participation rate | 24.4% | 69.2%-44.8pp | 81.9%-57.5pp | 69.6%-45.2pp |
| Annual return | 18.48% | 24.19%-5.7pp | 151.07%-132.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $895 | $3,256-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $2,045 | $3,236-36.8% | $5,202-60.7% | $3,740-45.3% |
| Admin fee / account holder | $2,571 | $6,751-61.9% | $13,984-81.6% | $5,306-51.6% |