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 | $85,768 | $66,402+29.2% | $109,895-22.0% | $85,850-0.1% |
| Participation rate | 60.5% | 63.9%-3.3pp | 74.2%-13.7pp | 69.3%-8.8pp |
| Annual return | 13.96% | 19.59%-5.6pp | 29.45%-15.5pp | 318.53%-304.6pp |
| Employer contribution / active EE | $976 | $1,687-42.1% | $2,842-65.7% | $2,565-61.9% |
| Participant deferral / active EE | $4,446 | $2,842+56.4% | $4,048+9.8% | $3,952+12.5% |
| Admin fee / account holder | $399 | $4,557-91.3% | $6,066-93.4% | $6,260-93.6% |