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 | $73,784 | $63,346+16.5% | $92,233-20.0% | $70,131+5.2% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 23.71% | 530.12%-506.4pp | 176.28%-152.6pp | 73.14%-49.4pp |
| Employer contribution / active EE | $1,418 | $2,471-42.6% | $3,679-61.5% | $2,342-39.5% |
| Participant deferral / active EE | $2,766 | $2,854-3.1% | $3,897-29.0% | $3,332-17.0% |
| Admin fee / account holder | $1,357 | $3,840-64.7% | $5,194-73.9% | $4,645-70.8% |