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 | $73,877 | $85,202-13.3% | $172,739-57.2% | $72,985+1.2% |
| Participation rate | 38.2% | 70.1%-31.9pp | 82.6%-44.5pp | 69.5%-31.3pp |
| Annual return | 18.69% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $404 | $3,324-87.8% | $5,143-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $1,843 | $3,260-43.5% | $5,198-64.5% | $3,607-48.9% |
| Admin fee / account holder | $2,893 | $5,884-50.8% | $13,954-79.3% | $5,124-43.6% |