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 | $59,962 | $61,774-2.9% | $97,226-38.3% | $80,856-25.8% |
| Participation rate | 53.2% | 63.5%-10.3pp | 72.7%-19.5pp | 67.6%-14.4pp |
| Annual return | 12.03% | -557.90%+569.9pp | 75.13%-63.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $825 | $1,837-55.1% | $2,729-69.8% | $2,755-70.0% |
| Participant deferral / active EE | $4,821 | $3,029+59.2% | $4,264+13.1% | $4,296+12.2% |
| Admin fee / account holder | $9,444 | $5,166+82.8% | $5,654+67.1% | $6,918+36.5% |