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 | $68,643 | $58,927+16.5% | $76,817-10.6% | $72,985-5.9% |
| Participation rate | 62.9% | 67.3%-4.4pp | 72.1%-9.2pp | 69.5%-6.6pp |
| Annual return | 16.80% | 2305.64%-2288.8pp | 1166.11%-1149.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $755 | $1,787-57.7% | $2,302-67.2% | $2,440-69.0% |
| Participant deferral / active EE | $3,043 | $2,690+13.1% | $3,336-8.8% | $3,607-15.6% |
| Admin fee / account holder | $11,675 | $4,013+191.0% | $6,420+81.9% | $5,124+127.8% |