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 | $72,433 | $56,053+29.2% | $75,972-4.7% | $80,856-10.4% |
| Participation rate | 45.5% | 62.0%-16.6pp | 69.1%-23.6pp | 67.6%-22.2pp |
| Annual return | 29.80% | 20.53%+9.3pp | 359.55%-329.7pp | 35.59%-5.8pp |
| Employer contribution / active EE | $886 | $1,874-52.7% | $2,685-67.0% | $2,755-67.8% |
| Participant deferral / active EE | $2,355 | $3,052-22.8% | $4,255-44.7% | $4,296-45.2% |
| Admin fee / account holder | $1,183 | $5,234-77.4% | $6,467-81.7% | $6,918-82.9% |