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 | $80,985 | $108,642-25.5% | $74,701+8.4% | $152,861-47.0% |
| Participation rate | 46.2% | 65.3%-19.2pp | 54.5%-8.3pp | 82.4%-36.3pp |
| Annual return | 17.98% | 114.06%-96.1pp | 752.92%-734.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $846 | $1,503-43.7% | $1,084-22.0% | $4,762-82.2% |
| Participant deferral / active EE | $2,405 | $2,712-11.3% | $1,964+22.5% | $5,850-58.9% |
| Admin fee / account holder | $1,888 | $4,902-61.5% | $3,333-43.4% | $11,596-83.7% |