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 | $107,791 | $118,849-9.3% | $96,562+11.6% | $167,490-35.6% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 11.17% | 50.49%-39.3pp | 37.78%-26.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,183 | $3,120-62.1% | $2,356-49.8% | $4,837-75.5% |
| Participant deferral / active EE | $1,782 | $4,616-61.4% | $3,849-53.7% | $6,341-71.9% |
| Admin fee / account holder | $2,101 | $8,065-73.9% | $6,181-66.0% | $12,309-82.9% |