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 | $96,369 | $108,172-10.9% | $77,482+24.4% | $158,922-39.4% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 17.04% | 31.67%-14.6pp | 54.79%-37.7pp | 302.83%-285.8pp |
| Employer contribution / active EE | $521 | $1,325-60.7% | $986-47.2% | $4,761-89.1% |
| Participant deferral / active EE | $2,454 | $2,456-0.1% | $1,861+31.9% | $5,982-59.0% |
| Admin fee / account holder | $673 | $3,708-81.8% | $2,858-76.4% | $11,246-94.0% |