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 | $81,400 | $98,750-17.6% | $149,696-45.6% | $79,858+1.9% |
| Participation rate | 61.4% | 75.8%-14.3pp | 82.5%-21.0pp | 69.6%-8.2pp |
| Annual return | 15.31% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,336 | $3,216-58.5% | $4,644-71.2% | $2,471-45.9% |
| Participant deferral / active EE | $3,587 | $5,680-36.9% | $6,842-47.6% | $3,740-4.1% |
| Admin fee / account holder | $811 | $6,053-86.6% | $9,309-91.3% | $5,306-84.7% |