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 | $86,970 | $99,652-12.7% | $78,778+10.4% | $147,584-41.1% |
| Participation rate | 47.6% | 76.2%-28.6pp | 69.2%-21.6pp | 82.8%-35.2pp |
| Annual return | 13.32% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $510 | $2,796-81.8% | $1,986-74.3% | $4,876-89.5% |
| Participant deferral / active EE | $2,244 | $3,664-38.7% | $2,958-24.1% | $5,439-58.7% |
| Admin fee / account holder | $2,260 | $7,155-68.4% | $5,134-56.0% | $10,885-79.2% |