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 | $63,738 | $63,346+0.6% | $92,233-30.9% | $70,131-9.1% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 19.92% | 530.12%-510.2pp | 176.28%-156.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,642 | $2,471-33.6% | $3,679-55.4% | $2,342-29.9% |
| Participant deferral / active EE | $4,107 | $2,854+43.9% | $3,897+5.4% | $3,332+23.3% |
| Admin fee / account holder | $4,318 | $3,840+12.4% | $5,194-16.9% | $4,645-7.1% |