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 | $101,896 | $74,888+36.1% | $71,209+43.1% | $142,382-28.4% |
| Participation rate | 31.8% | 76.2%-44.4pp | 73.8%-41.9pp | 80.1%-48.3pp |
| Annual return | 14.73% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $840 | $2,854-70.6% | $2,721-69.1% | $4,299-80.5% |
| Participant deferral / active EE | $3,043 | $4,454-31.7% | $4,175-27.1% | $6,507-53.2% |
| Admin fee / account holder | $1,992 | $5,568-64.2% | $5,349-62.8% | $12,624-84.2% |