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 | $59,709 | $57,281+4.2% | $86,612-31.1% | $75,163-20.6% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 15.52% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.1pp |
| Employer contribution / active EE | $497 | $2,314-78.5% | $3,022-83.6% | $2,670-81.4% |
| Participant deferral / active EE | $1,835 | $3,318-44.7% | $4,438-58.6% | $4,125-55.5% |
| Admin fee / account holder | $19,686 | $4,112+378.8% | $5,614+250.6% | $5,651+248.4% |