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 | $77,723 | $99,918-22.2% | $81,382-4.5% | $145,922-46.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 14.88% | 34.32%-19.4pp | 24.73%-9.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,079 | $2,978-63.8% | $2,463-56.2% | $4,660-76.9% |
| Participant deferral / active EE | $2,296 | $4,605-50.1% | $3,883-40.9% | $6,688-65.7% |
| Admin fee / account holder | $26,533 | $8,212+223.1% | $5,768+360.0% | $13,397+98.1% |