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 | $86,575 | $107,015-19.1% | $73,545+17.7% | $147,584-41.3% |
| Participation rate | 63.6% | 66.4%-2.7pp | 54.9%+8.7pp | 82.8%-19.2pp |
| Annual return | 11.06% | 38.25%-27.2pp | -15.16%+26.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $624 | $1,760-64.6% | $1,219-48.8% | $4,876-87.2% |
| Participant deferral / active EE | $1,514 | $2,462-38.5% | $1,806-16.2% | $5,439-72.2% |
| Admin fee / account holder | $10,018 | $3,055+227.9% | $2,320+331.9% | $10,885-8.0% |