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 | $18,243 | $158,817-88.5% | $121,196-84.9% | $135,375-86.5% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.7%-9.2pp | 82.6%-20.1pp |
| Annual return | 66.00% | -0.64%+66.6pp | 16.93%+49.1pp | 519.73%-453.7pp |
| Employer contribution / active EE | $1,213 | $5,665-78.6% | $4,022-69.8% | $4,779-74.6% |
| Participant deferral / active EE | $1,792 | $4,005-55.3% | $3,344-46.4% | $5,609-68.1% |
| Admin fee / account holder | $6,506 | $6,512-0.1% | $5,019+29.6% | $10,827-39.9% |