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 | $82,156 | $96,484-14.9% | $75,886+8.3% | $152,861-46.3% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.3%-47.1pp | 82.4%-60.2pp |
| Annual return | 19.58% | 33.98%-14.4pp | 30.76%-11.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $600 | $3,309-81.9% | $2,500-76.0% | $4,762-87.4% |
| Participant deferral / active EE | $2,033 | $4,553-55.3% | $3,603-43.6% | $5,850-65.2% |
| Admin fee / account holder | $6,386 | $8,078-20.9% | $5,418+17.9% | $11,596-44.9% |