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 | $118,427-29.6% | $66,042+26.3% | $142,382-41.4% |
| Participation rate | 37.5% | 68.1%-30.6pp | 67.5%-30.0pp | 80.1%-42.6pp |
| Annual return | 13.88% | 35.57%-21.7pp | 52.11%-38.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,464 | $2,570-43.0% | $1,579-7.3% | $4,299-65.9% |
| Participant deferral / active EE | $2,293 | $4,311-46.8% | $2,835-19.1% | $6,507-64.8% |
| Admin fee / account holder | $769 | $9,593-92.0% | $5,747-86.6% | $12,624-93.9% |