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 | $81,408 | $71,370+14.1% | $237,244-65.7% | $71,370+14.1% |
| Participation rate | 38.8% | 55.1%-16.4pp | 80.3%-41.5pp | 55.1%-16.4pp |
| Annual return | 14.12% | 15.87%-1.8pp | 4131.29%-4117.2pp | 15.87%-1.8pp |
| Employer contribution / active EE | $906 | $1,874-51.7% | $4,351-79.2% | $1,874-51.7% |
| Participant deferral / active EE | $1,536 | $2,656-42.2% | $4,056-62.1% | $2,656-42.2% |
| Admin fee / account holder | $6,704 | $6,050+10.8% | $18,030-62.8% | $6,050+10.8% |