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 | $27,282 | $70,606-61.4% | $53,898-49.4% | $142,382-80.8% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 13.24% | 619.81%-606.6pp | 528.60%-515.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $963 | $1,202-19.9% | $932+3.3% | $4,299-77.6% |
| Participant deferral / active EE | $2,818 | $2,364+19.2% | $1,826+54.3% | $6,507-56.7% |
| Admin fee / account holder | $81,775 | $2,852+2767.7% | $2,491+3183.1% | $12,624+547.8% |