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 | $85,119 | $99,652-14.6% | $78,778+8.0% | $147,584-42.3% |
| Participation rate | 65.0% | 76.2%-11.2pp | 69.2%-4.2pp | 82.8%-17.8pp |
| Annual return | 11.16% | 47.28%-36.1pp | 35.62%-24.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,606 | $2,796-42.5% | $1,986-19.1% | $4,876-67.1% |
| Participant deferral / active EE | $4,193 | $3,664+14.4% | $2,958+41.7% | $5,439-22.9% |
| Admin fee / account holder | $9,929 | $7,155+38.8% | $5,134+93.4% | $10,885-8.8% |