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 | $75,545 | $85,202-11.3% | $172,739-56.3% | $72,985+3.5% |
| Participation rate | 63.8% | 70.1%-6.3pp | 82.6%-18.9pp | 69.5%-5.7pp |
| Annual return | 23.33% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,591 | $3,324-52.2% | $5,143-69.1% | $2,440-34.8% |
| Participant deferral / active EE | $1,846 | $3,260-43.4% | $5,198-64.5% | $3,607-48.8% |
| Admin fee / account holder | $9,568 | $5,884+62.6% | $13,954-31.4% | $5,124+86.7% |