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 | $79,362 | $81,625-2.8% | $167,512-52.6% | $74,304+6.8% |
| Participation rate | 37.9% | 60.0%-22.2pp | 77.1%-39.2pp | 60.3%-22.5pp |
| Annual return | 15.55% | 26.09%-10.5pp | 1615.79%-1600.2pp | 29.43%-13.9pp |
| Employer contribution / active EE | $459 | $2,010-77.2% | $3,882-88.2% | $2,241-79.5% |
| Participant deferral / active EE | $1,751 | $4,115-57.4% | $6,405-72.7% | $3,767-53.5% |
| Admin fee / account holder | $1,993 | $3,474-42.6% | $9,769-79.6% | $2,969-32.9% |