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 | $93,376 | $96,305-3.0% | $80,569+15.9% | $139,434-33.0% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 17.65% | 1350.08%-1332.4pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,064 | $3,262-67.4% | $2,723-60.9% | $4,751-77.6% |
| Participant deferral / active EE | $2,128 | $5,232-59.3% | $4,447-52.1% | $6,710-68.3% |
| Admin fee / account holder | $1,796 | $6,599-72.8% | $5,377-66.6% | $11,403-84.3% |