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 5-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 | $77,996 | $95,193-18.1% | $76,523+1.9% | $135,375-42.4% |
| Participation rate | 63.2% | 74.4%-11.2pp | 68.0%-4.8pp | 82.6%-19.5pp |
| Annual return | 163.26% | 4.85%+158.4pp | -0.27%+163.5pp | 519.73%-356.5pp |
| Employer contribution / active EE | $1,681 | $3,302-49.1% | $2,647-36.5% | $4,779-64.8% |
| Participant deferral / active EE | $2,419 | $4,639-47.9% | $3,835-36.9% | $5,609-56.9% |
| Admin fee / account holder | $11,137 | $6,249+78.2% | $4,848+129.7% | $10,827+2.9% |