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 | $79,337 | $98,750-19.7% | $149,696-47.0% | $79,858-0.7% |
| Participation rate | 34.1% | 75.8%-41.6pp | 82.5%-48.3pp | 69.6%-35.5pp |
| Annual return | 21.59% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,481 | $3,216-54.0% | $4,644-68.1% | $2,471-40.1% |
| Participant deferral / active EE | $2,920 | $5,680-48.6% | $6,842-57.3% | $3,740-21.9% |
| Admin fee / account holder | $420 | $6,053-93.1% | $9,309-95.5% | $5,306-92.1% |