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 | $85,532 | $74,888+14.2% | $71,209+20.1% | $142,382-39.9% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 13.06% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,046 | $2,854-63.3% | $2,721-61.5% | $4,299-75.7% |
| Participant deferral / active EE | $2,041 | $4,454-54.2% | $4,175-51.1% | $6,507-68.6% |
| Admin fee / account holder | $4,306 | $5,568-22.7% | $5,349-19.5% | $12,624-65.9% |