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 | $72,692 | $63,346+14.8% | $92,233-21.2% | $70,131+3.7% |
| Participation rate | 48.6% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.9pp |
| Annual return | 13.53% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $965 | $2,471-60.9% | $3,679-73.8% | $2,342-58.8% |
| Participant deferral / active EE | $2,612 | $2,854-8.5% | $3,897-33.0% | $3,332-21.6% |
| Admin fee / account holder | $5,828 | $3,840+51.8% | $5,194+12.2% | $4,645+25.5% |