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 | $85,689 | $106,890-19.8% | $84,015+2.0% | $152,861-43.9% |
| Participation rate | 60.9% | 75.2%-14.4pp | 69.0%-8.1pp | 82.4%-21.6pp |
| Annual return | 23.37% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $620 | $2,734-77.3% | $1,983-68.8% | $4,762-87.0% |
| Participant deferral / active EE | $1,390 | $4,011-65.3% | $3,239-57.1% | $5,850-76.2% |
| Admin fee / account holder | $8,457 | $8,285+2.1% | $6,101+38.6% | $11,596-27.1% |