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 | $83,874 | $98,240-14.6% | $82,313+1.9% | $147,584-43.2% |
| Participation rate | 29.4% | 79.7%-50.3pp | 76.9%-47.5pp | 82.8%-53.4pp |
| Annual return | 13.44% | 30.85%-17.4pp | 25.88%-12.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $911 | $3,192-71.4% | $2,428-62.5% | $4,876-81.3% |
| Participant deferral / active EE | $3,208 | $4,383-26.8% | $3,706-13.4% | $5,439-41.0% |
| Admin fee / account holder | $379 | $8,563-95.6% | $5,608-93.2% | $10,885-96.5% |