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 | $80,377 | $54,705+46.9% | $71,209+12.9% | $84,808-5.2% |
| Participation rate | 41.4% | 64.1%-22.6pp | 73.8%-32.3pp | 68.3%-26.9pp |
| Annual return | 15.75% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $525 | $2,158-75.6% | $2,721-80.7% | $2,631-80.0% |
| Participant deferral / active EE | $2,346 | $3,030-22.6% | $4,175-43.8% | $4,212-44.3% |
| Admin fee / account holder | $30,674 | $4,863+530.7% | $5,349+473.5% | $7,344+317.7% |