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 | $75,547 | $59,417+27.1% | $93,606-19.3% | $74,495+1.4% |
| Participation rate | 59.4% | 59.7%-0.3pp | 68.7%-9.3pp | 67.2%-7.8pp |
| Annual return | 16.32% | 81.83%-65.5pp | 133.20%-116.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $443 | $1,264-64.9% | $2,420-81.7% | $2,623-83.1% |
| Participant deferral / active EE | $3,842 | $3,050+26.0% | $4,411-12.9% | $4,346-11.6% |
| Admin fee / account holder | $3,019 | $3,021-0.1% | $8,285-63.6% | $1,942+55.5% |