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 | $92,059 | $81,632+12.8% | $70,449+30.7% | $158,922-42.1% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 18.08% | 208.40%-190.3pp | 109.03%-91.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $800 | $3,217-75.1% | $2,737-70.8% | $4,761-83.2% |
| Participant deferral / active EE | $8,639 | $4,554+89.7% | $3,709+132.9% | $5,982+44.4% |
| Admin fee / account holder | $1,059 | $6,193-82.9% | $3,845-72.5% | $11,246-90.6% |