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 | $136,485 | $77,419+76.3% | $69,455+96.5% | $152,861-10.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.6%-12.1pp | 82.4%-19.9pp |
| Annual return | 19.75% | 39.06%-19.3pp | 28.97%-9.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,346 | $4,414+66.4% | $3,535+107.8% | $5,850+25.6% |
| Admin fee / account holder | $3,540 | $6,207-43.0% | $3,839-7.8% | $11,596-69.5% |