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 | $88,959 | $47,944+85.5% | $67,834+31.1% | $62,891+41.4% |
| Participation rate | 64.7% | 61.1%+3.6pp | 68.8%-4.1pp | 69.3%-4.6pp |
| Annual return | 8.39% | 11.77%-3.4pp | 138.47%-130.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $303 | $1,562-80.6% | $2,403-87.4% | $2,281-86.7% |
| Participant deferral / active EE | $2,415 | $2,247+7.5% | $3,160-23.6% | $3,203-24.6% |
| Admin fee / account holder | $7,523 | $3,712+102.7% | $4,622+62.8% | $4,296+75.1% |