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 8-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 | $71,359 | $61,774+15.5% | $97,226-26.6% | $80,856-11.7% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.7%-44.1pp | 67.6%-39.1pp |
| Annual return | 13.17% | -557.90%+571.1pp | 75.13%-62.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $732 | $1,837-60.1% | $2,729-73.2% | $2,755-73.4% |
| Participant deferral / active EE | $2,289 | $3,029-24.4% | $4,264-46.3% | $4,296-46.7% |
| Admin fee / account holder | $18,964 | $5,166+267.1% | $5,654+235.4% | $6,918+174.1% |