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 | $94,498 | $149,734-36.9% | $118,925-20.5% | $158,922-40.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 14.81% | 19.95%-5.1pp | 35.88%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,519 | $4,115-63.1% | $3,263-53.4% | $4,761-68.1% |
| Participant deferral / active EE | $3,434 | $5,223-34.3% | $4,265-19.5% | $5,982-42.6% |
| Admin fee / account holder | $26,224 | $8,603+204.8% | $6,581+298.5% | $11,246+133.2% |