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 | $86,423 | $101,069-14.5% | $81,478+6.1% | $147,584-41.4% |
| Participation rate | 31.6% | 74.5%-42.9pp | 68.0%-36.4pp | 82.8%-51.2pp |
| Annual return | 17.28% | 32.40%-15.1pp | 38.78%-21.5pp | 578.55%-561.3pp |
| Employer contribution / active EE | $332 | $3,205-89.6% | $2,568-87.1% | $4,876-93.2% |
| Participant deferral / active EE | $1,039 | $4,242-75.5% | $3,537-70.6% | $5,439-80.9% |
| Admin fee / account holder | $13,964 | $5,812+140.3% | $4,561+206.2% | $10,885+28.3% |