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 | $75,169 | $111,814-32.8% | $93,654-19.7% | $145,959-48.5% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 16.63% | 203.30%-186.7pp | 133.34%-116.7pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,364 | $3,092-55.9% | $2,421-43.7% | $4,661-70.7% |
| Participant deferral / active EE | $2,104 | $4,914-57.2% | $4,413-52.3% | $6,689-68.5% |
| Admin fee / account holder | $74,686 | $10,246+628.9% | $8,282+801.8% | $13,398+457.4% |