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 | $70,141 | $107,015-34.5% | $73,545-4.6% | $147,584-52.5% |
| Participation rate | 45.5% | 66.4%-20.9pp | 54.9%-9.5pp | 82.8%-37.4pp |
| Annual return | 58.22% | 38.25%+20.0pp | -15.16%+73.4pp | 578.55%-520.3pp |
| Employer contribution / active EE | $454 | $1,760-74.2% | $1,219-62.8% | $4,876-90.7% |
| Participant deferral / active EE | $627 | $2,462-74.5% | $1,806-65.3% | $5,439-88.5% |
| Admin fee / account holder | $585 | $3,055-80.8% | $2,320-74.8% | $10,885-94.6% |