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 | $110,524 | $105,998+4.3% | $92,233+19.8% | $147,584-25.1% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 16.00% | 50.05%-34.0pp | 176.28%-160.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $884 | $4,333-79.6% | $3,679-76.0% | $4,876-81.9% |
| Participant deferral / active EE | $2,612 | $4,478-41.7% | $3,897-33.0% | $5,439-52.0% |
| Admin fee / account holder | $8,091 | $6,332+27.8% | $5,194+55.8% | $10,885-25.7% |