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 | $72,877 | $63,346+15.0% | $92,233-21.0% | $70,131+3.9% |
| Participation rate | 54.0% | 68.7%-14.6pp | 76.5%-22.5pp | 69.5%-15.5pp |
| Annual return | 16.84% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,929 | $2,471+59.0% | $3,679+6.8% | $2,342+67.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $937 | $3,840-75.6% | $5,194-82.0% | $4,645-79.8% |