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 | $83,384 | $116,167-28.2% | $64,489+29.3% | $137,256-39.2% |
| Participation rate | 37.5% | 68.2%-30.7pp | 67.7%-30.2pp | 80.0%-42.5pp |
| Annual return | 13.88% | 36.55%-22.7pp | 55.03%-41.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,464 | $2,483-41.0% | $1,523-3.9% | $4,156-64.8% |
| Participant deferral / active EE | $2,293 | $4,215-45.6% | $2,778-17.5% | $6,407-64.2% |
| Admin fee / account holder | $769 | $6,188-87.6% | $4,260-82.0% | $12,270-93.7% |