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 | $70,641 | $73,515-3.9% | $62,995+12.1% | $147,584-52.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 19.07% | 175.43%-156.4pp | 87.57%-68.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $334 | $3,320-90.0% | $2,759-87.9% | $4,876-93.2% |
| Participant deferral / active EE | $1,720 | $4,185-58.9% | $3,329-48.3% | $5,439-68.4% |
| Admin fee / account holder | $532 | $5,953-91.1% | $3,600-85.2% | $10,885-95.1% |