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 | $81,960 | $123,982-33.9% | $69,701+17.6% | $145,959-43.8% |
| Participation rate | 15.0% | 69.2%-54.2pp | 66.4%-51.4pp | 80.3%-65.3pp |
| Annual return | 11.00% | 191.01%-180.0pp | 100.32%-89.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $739 | $2,681-72.5% | $1,713-56.9% | $4,661-84.2% |
| Participant deferral / active EE | $2,414 | $4,236-43.0% | $2,887-16.4% | $6,689-63.9% |
| Admin fee / account holder | $1,131 | $7,867-85.6% | $4,717-76.0% | $13,398-91.6% |