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 | $71,768 | $47,479+51.2% | $62,929+14.0% | $82,448-13.0% |
| Participation rate | 58.6% | 66.9%-8.2pp | 73.1%-14.5pp | 68.1%-9.4pp |
| Annual return | 13.77% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $678 | $1,885-64.0% | $2,505-72.9% | $2,551-73.4% |
| Participant deferral / active EE | $14,265 | $2,870+397.0% | $3,888+266.9% | $4,139+244.6% |
| Admin fee / account holder | $36,771 | $3,804+866.7% | $5,065+626.1% | $7,234+408.3% |