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 | $64,719 | $52,953+22.2% | $172,739-62.5% | $65,185-0.7% |
| Participation rate | 64.6% | 66.2%-1.6pp | 82.6%-18.0pp | 70.2%-5.6pp |
| Annual return | 22.04% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,032 | $2,190-52.9% | $5,143-79.9% | $2,177-52.6% |
| Participant deferral / active EE | $1,526 | $2,471-38.3% | $5,198-70.6% | $3,514-56.6% |
| Admin fee / account holder | $738 | $472+56.3% | $13,954-94.7% | $847-12.9% |