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 | $76,766 | $83,902-8.5% | $167,512-54.2% | $84,808-9.5% |
| Participation rate | 52.3% | 66.5%-14.2pp | 77.1%-24.8pp | 68.3%-16.0pp |
| Annual return | 18.46% | 91.55%-73.1pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,170 | $2,264+40.0% | $3,882-18.3% | $2,631+20.5% |
| Participant deferral / active EE | $3,206 | $4,442-27.8% | $6,405-49.9% | $4,212-23.9% |
| Admin fee / account holder | $336 | $7,915-95.8% | $9,769-96.6% | $7,344-95.4% |