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 | $85,837 | $74,661+15.0% | $160,784-46.6% | $67,986+26.3% |
| Participation rate | 47.0% | 57.1%-10.2pp | 77.0%-30.0pp | 57.2%-10.2pp |
| Annual return | 14.87% | 28.83%-14.0pp | 1803.92%-1789.1pp | 31.67%-16.8pp |
| Employer contribution / active EE | $514 | $1,829-71.9% | $3,733-86.2% | $2,019-74.6% |
| Participant deferral / active EE | $3,060 | $3,681-16.9% | $6,293-51.4% | $3,358-8.9% |
| Admin fee / account holder | $6,903 | $3,959+74.4% | $9,717-29.0% | $3,203+115.5% |