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 | $72,785 | $62,327+16.8% | $120,354-39.5% | $74,495-2.3% |
| Participation rate | 49.5% | 56.8%-7.3pp | 71.9%-22.4pp | 67.2%-17.7pp |
| Annual return | 19.43% | 18.61%+0.8pp | 107.15%-87.7pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $965 | $1,843-47.6% | $3,463-72.1% | $2,623-63.2% |
| Participant deferral / active EE | $2,928 | $2,893+1.2% | $4,991-41.3% | $4,346-32.6% |
| Admin fee / account holder | $10,746 | $2,396+348.5% | $9,423+14.0% | $1,942+453.4% |