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 | $72,588 | $72,071+0.7% | $68,368+6.2% | $137,256-47.1% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.0%-32.3pp |
| Annual return | 18.04% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,326 | $2,788-52.4% | $2,649-49.9% | $4,156-68.1% |
| Participant deferral / active EE | $1,849 | $4,410-58.1% | $4,123-55.2% | $6,407-71.1% |
| Admin fee / account holder | $3,559 | $5,336-33.3% | $5,150-30.9% | $12,270-71.0% |