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 | $84,420 | $81,208+4.0% | $98,907-14.6% | $79,858+5.7% |
| Participation rate | 43.2% | 72.5%-29.3pp | 76.0%-32.8pp | 69.6%-26.5pp |
| Annual return | 14.72% | 60.99%-46.3pp | 196.43%-181.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $815 | $1,960-58.4% | $2,689-69.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,426 | $3,265-56.3% | $4,244-66.4% | $3,740-61.9% |
| Admin fee / account holder | $4,840 | $6,013-19.5% | $6,642-27.1% | $5,306-8.8% |