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 | $72,331 | $99,079-27.0% | $77,999-7.3% | $273,961-73.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 12.02% | 217.93%-205.9pp | 425.96%-413.9pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,768 | $3,308-46.5% | $2,470-28.4% | $4,869-63.7% |
| Participant deferral / active EE | $3,755 | $4,306-12.8% | $3,497+7.4% | $5,287-29.0% |
| Admin fee / account holder | $380 | $8,954-95.8% | $5,480-93.1% | $10,132-96.3% |