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 | $97,296 | $80,724+20.5% | $103,333-5.8% | $74,495+30.6% |
| Participation rate | 34.5% | 65.7%-31.2pp | 74.5%-40.0pp | 67.2%-32.7pp |
| Annual return | 15.30% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,512 | $3,157-20.5% | $3,868-35.1% | $2,623-4.3% |
| Participant deferral / active EE | $2,533 | $3,860-34.4% | $5,057-49.9% | $4,346-41.7% |
| Admin fee / account holder | $30,341 | $2,368+1181.3% | $8,355+263.2% | $1,942+1462.6% |