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 | $14,096 | $85,202-83.5% | $172,739-91.8% | $72,985-80.7% |
| Participation rate | 69.8% | 70.1%-0.3pp | 82.6%-12.8pp | 69.5%+0.3pp |
| Annual return | 18.01% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,153 | $3,324-65.3% | $5,143-77.6% | $2,440-52.8% |
| Participant deferral / active EE | $1,289 | $3,260-60.5% | $5,198-75.2% | $3,607-64.3% |
| Admin fee / account holder | $2,676 | $5,884-54.5% | $13,954-80.8% | $5,124-47.8% |