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 | $71,046 | $56,317+26.2% | $71,209-0.2% | $74,304-4.4% |
| Participation rate | 36.3% | 55.1%-18.8pp | 73.8%-37.5pp | 60.3%-24.1pp |
| Annual return | 17.75% | 42.83%-25.1pp | 282.51%-264.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,126 | $2,160-47.9% | $2,721-58.6% | $2,241-49.8% |
| Participant deferral / active EE | $1,570 | $2,788-43.7% | $4,175-62.4% | $3,767-58.3% |
| Admin fee / account holder | $11,070 | $2,290+383.5% | $5,349+107.0% | $2,969+272.9% |