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 | $74,265 | $99,652-25.5% | $78,778-5.7% | $147,584-49.7% |
| Participation rate | 60.9% | 76.2%-15.4pp | 69.2%-8.3pp | 82.8%-22.0pp |
| Annual return | 20.35% | 47.28%-26.9pp | 35.62%-15.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,790 | $3,664+3.5% | $2,958+28.1% | $5,439-30.3% |
| Admin fee / account holder | $1,128 | $7,155-84.2% | $5,134-78.0% | $10,885-89.6% |