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 | $55,153 | $110,502-50.1% | $80,716-31.7% | $167,490-67.1% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 12.80% | 120.54%-107.7pp | 87.28%-74.5pp | 478.56%-465.8pp |
| Employer contribution / active EE | $946 | $1,543-38.7% | $1,160-18.5% | $4,837-80.5% |
| Participant deferral / active EE | $1,020 | $2,871-64.5% | $2,146-52.5% | $6,341-83.9% |
| Admin fee / account holder | $23,398 | $4,545+414.9% | $3,380+592.3% | $12,309+90.1% |