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 | $91,007 | $95,862-5.1% | $79,550+14.4% | $134,475-32.3% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | 283.34% | -2.69%+286.0pp | 0.16%+283.2pp | 417.96%-134.6pp |
| Employer contribution / active EE | $567 | $3,128-81.9% | $2,413-76.5% | $4,740-88.0% |
| Participant deferral / active EE | $1,686 | $4,693-64.1% | $3,985-57.7% | $6,400-73.7% |
| Admin fee / account holder | $1,492 | $9,126-83.7% | $6,832-78.2% | $11,426-86.9% |