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 | $72,174 | $106,890-32.5% | $84,015-14.1% | $152,861-52.8% |
| Participation rate | 38.9% | 75.2%-36.4pp | 69.0%-30.1pp | 82.4%-43.6pp |
| Annual return | 23.09% | 104.99%-81.9pp | 71.31%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,587 | $4,011-60.4% | $3,239-51.0% | $5,850-72.9% |
| Admin fee / account holder | $20,362 | $8,285+145.8% | $6,101+233.8% | $11,596+75.6% |