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 | $97,966 | $107,015-8.5% | $73,545+33.2% | $147,584-33.6% |
| Participation rate | 57.1% | 66.4%-9.2pp | 54.9%+2.2pp | 82.8%-25.7pp |
| Annual return | 18.27% | 38.25%-20.0pp | -15.16%+33.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $390 | $1,760-77.8% | $1,219-68.0% | $4,876-92.0% |
| Participant deferral / active EE | $3,292 | $2,462+33.7% | $1,806+82.3% | $5,439-39.5% |
| Admin fee / account holder | $16,671 | $3,055+445.7% | $2,320+618.7% | $10,885+53.2% |