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 | $97,167 | $95,561+1.7% | $77,163+25.9% | $139,434-30.3% |
| Participation rate | 46.7% | 73.9%-27.3pp | 69.6%-22.9pp | 80.3%-33.7pp |
| Annual return | 36.81% | 54.92%-18.1pp | 37.87%-1.1pp | 372.94%-336.1pp |
| Employer contribution / active EE | $1,617 | $3,147-48.6% | $2,535-36.2% | $4,751-66.0% |
| Participant deferral / active EE | $3,486 | $4,624-24.6% | $3,833-9.1% | $6,710-48.1% |
| Admin fee / account holder | $3,632 | $8,295-56.2% | $5,472-33.6% | $11,403-68.2% |