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 | $98,170 | $104,907-6.4% | $84,611+16.0% | $152,861-35.8% |
| Participation rate | 30.0% | 74.8%-44.8pp | 68.2%-38.2pp | 82.4%-52.4pp |
| Annual return | 18.05% | 373.79%-355.7pp | 258.74%-240.7pp | 345.32%-327.3pp |
| Employer contribution / active EE | $617 | $3,302-81.3% | $2,652-76.7% | $4,762-87.0% |
| Participant deferral / active EE | $1,427 | $4,688-69.6% | $3,899-63.4% | $5,850-75.6% |
| Admin fee / account holder | $9,029 | $6,241+44.7% | $4,912+83.8% | $11,596-22.1% |