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 | $89,237 | $89,355-0.1% | $141,162-36.8% | $72,985+22.3% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.8pp | 69.5%-1.8pp |
| Annual return | 23.22% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,325 | $3,114-25.3% | $4,735-50.9% | $2,440-4.7% |
| Participant deferral / active EE | $5,217 | $5,418-3.7% | $6,709-22.2% | $3,607+44.6% |
| Admin fee / account holder | $560 | $5,958-90.6% | $10,261-94.5% | $5,124-89.1% |