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 | $113,127 | $118,849-4.8% | $96,562+17.2% | $167,490-32.5% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 12.39% | 50.49%-38.1pp | 37.78%-25.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $734 | $3,120-76.5% | $2,356-68.9% | $4,837-84.8% |
| Participant deferral / active EE | $2,637 | $4,616-42.9% | $3,849-31.5% | $6,341-58.4% |
| Admin fee / account holder | $1,475 | $8,065-81.7% | $6,181-76.1% | $12,309-88.0% |