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 | $72,863 | $85,766-15.0% | $136,294-46.5% | $70,131+3.9% |
| Participation rate | 66.1% | 74.2%-8.0pp | 81.9%-15.8pp | 69.5%-3.4pp |
| Annual return | 18.95% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,271 | $5,051-55.0% | $6,247-63.6% | $3,332-31.8% |
| Admin fee / account holder | $2,243 | $5,420-58.6% | $9,243-75.7% | $4,645-51.7% |