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 | $96,555 | $104,907-8.0% | $84,611+14.1% | $152,861-36.8% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 21.51% | 373.79%-352.3pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,174 | $3,302-34.1% | $2,652-18.0% | $4,762-54.3% |
| Participant deferral / active EE | $2,718 | $4,688-42.0% | $3,899-30.3% | $5,850-53.5% |
| Admin fee / account holder | $878 | $6,241-85.9% | $4,912-82.1% | $11,596-92.4% |