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 | $72,843 | $63,346+15.0% | $92,233-21.0% | $70,131+3.9% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 18.57% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,162 | $2,471-53.0% | $3,679-68.4% | $2,342-50.4% |
| Participant deferral / active EE | $2,129 | $2,854-25.4% | $3,897-45.4% | $3,332-36.1% |
| Admin fee / account holder | $30,529 | $3,840+695.0% | $5,194+487.8% | $4,645+557.2% |