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 | $85,038 | $73,515+15.7% | $62,995+35.0% | $147,584-42.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 15.24% | 175.43%-160.2pp | 87.57%-72.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $758 | $3,320-77.2% | $2,759-72.5% | $4,876-84.5% |
| Participant deferral / active EE | $4,431 | $4,185+5.9% | $3,329+33.1% | $5,439-18.5% |
| Admin fee / account holder | $25,243 | $5,953+324.0% | $3,600+601.2% | $10,885+131.9% |