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 | $82,132 | $68,346+20.2% | $94,646-13.2% | $75,163+9.3% |
| Participation rate | 51.1% | 76.1%-25.0pp | 80.8%-29.8pp | 67.2%-16.1pp |
| Annual return | 18.82% | 616.93%-598.1pp | 156.71%-137.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $833 | $2,701-69.1% | $3,672-77.3% | $2,670-68.8% |
| Participant deferral / active EE | $3,828 | $6,537-41.4% | $7,418-48.4% | $4,125-7.2% |
| Admin fee / account holder | $8,590 | $5,326+61.3% | $7,231+18.8% | $5,651+52.0% |