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 | $91,899 | $74,888+22.7% | $71,209+29.1% | $142,382-35.5% |
| Participation rate | 31.8% | 76.2%-44.4pp | 73.8%-41.9pp | 80.1%-48.3pp |
| Annual return | 14.98% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,308 | $4,454-70.6% | $4,175-68.7% | $6,507-79.9% |
| Admin fee / account holder | $2,056 | $5,568-63.1% | $5,349-61.6% | $12,624-83.7% |