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 | $136,772 | $102,616+33.3% | $81,983+66.8% | $158,922-13.9% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.2%-35.9pp | 82.0%-48.6pp |
| Annual return | 8.08% | 61.04%-53.0pp | 41.31%-33.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $876 | $3,240-73.0% | $2,498-64.9% | $4,761-81.6% |
| Participant deferral / active EE | $3,352 | $4,648-27.9% | $3,722-9.9% | $5,982-44.0% |
| Admin fee / account holder | $1,491 | $8,235-81.9% | $5,664-73.7% | $11,246-86.7% |