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 | $75,469 | $91,037-17.1% | $71,671+5.3% | $147,584-48.9% |
| Participation rate | 44.4% | 76.1%-31.7pp | 68.7%-24.3pp | 82.8%-38.4pp |
| Annual return | 22.42% | 20.48%+1.9pp | 20.65%+1.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,711 | $3,327-48.6% | $2,460-30.4% | $4,876-64.9% |
| Participant deferral / active EE | $3,414 | $4,498-24.1% | $3,438-0.7% | $5,439-37.2% |
| Admin fee / account holder | $4,990 | $8,613-42.1% | $5,558-10.2% | $10,885-54.2% |