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 | $85,054 | $99,652-14.6% | $78,778+8.0% | $147,584-42.4% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 16.04% | 47.28%-31.2pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $830 | $2,796-70.3% | $1,986-58.2% | $4,876-83.0% |
| Participant deferral / active EE | $2,966 | $3,664-19.0% | $2,958+0.3% | $5,439-45.5% |
| Admin fee / account holder | $59,025 | $7,155+724.9% | $5,134+1049.7% | $10,885+442.2% |