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 | $87,401 | $99,918-12.5% | $81,382+7.4% | $145,922-40.1% |
| Participation rate | 23.5% | 74.2%-50.6pp | 69.5%-46.0pp | 80.3%-56.7pp |
| Annual return | 26.71% | 34.32%-7.6pp | 24.73%+2.0pp | 561.29%-534.6pp |
| Employer contribution / active EE | $1,244 | $2,978-58.2% | $2,463-49.5% | $4,660-73.3% |
| Participant deferral / active EE | $3,721 | $4,605-19.2% | $3,883-4.2% | $6,688-44.4% |
| Admin fee / account holder | $49,132 | $8,212+498.3% | $5,768+751.7% | $13,397+266.7% |