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 | $85,120 | $53,127+60.2% | $86,590-1.7% | $70,131+21.4% |
| Participation rate | 57.7% | 65.3%-7.6pp | 73.5%-15.9pp | 69.5%-11.8pp |
| Annual return | 15.68% | 27.66%-12.0pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $773 | $2,068-62.6% | $2,839-72.8% | $2,342-67.0% |
| Participant deferral / active EE | $2,541 | $2,696-5.7% | $3,609-29.6% | $3,332-23.7% |
| Admin fee / account holder | $7,361 | $3,585+105.3% | $4,906+50.0% | $4,645+58.5% |