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 8-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 | $90,284 | $102,317-11.8% | $146,958-38.6% | $80,856+11.7% |
| Participation rate | 60.9% | 75.8%-15.0pp | 82.2%-21.3pp | 67.6%-6.8pp |
| Annual return | 17.88% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,405 | $3,713-35.2% | $4,933-51.2% | $2,755-12.7% |
| Participant deferral / active EE | $5,523 | $6,644-16.9% | $8,070-31.6% | $4,296+28.6% |
| Admin fee / account holder | $1,686 | $7,941-78.8% | $12,998-87.0% | $6,918-75.6% |