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 | $99,113 | $127,065-22.0% | $113,168-12.4% | $142,382-30.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 15.20% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,944 | $3,442-43.5% | $2,975-34.6% | $4,299-54.8% |
| Participant deferral / active EE | $6,270 | $5,716+9.7% | $5,107+22.8% | $6,507-3.6% |
| Admin fee / account holder | $489 | $15,736-96.9% | $12,068-96.0% | $12,624-96.1% |