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 | $95,793 | $74,888+27.9% | $71,209+34.5% | $142,382-32.7% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.1%-18.6pp |
| Annual return | 22.21% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,780 | $2,854-2.6% | $2,721+2.2% | $4,299-35.3% |
| Participant deferral / active EE | $2,038 | $4,454-54.2% | $4,175-51.2% | $6,507-68.7% |
| Admin fee / account holder | $669 | $5,568-88.0% | $5,349-87.5% | $12,624-94.7% |