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 | $101,764 | $109,881-7.4% | $150,045-32.2% | $84,808+20.0% |
| Participation rate | 56.7% | 76.1%-19.4pp | 82.3%-25.7pp | 68.3%-11.6pp |
| Annual return | 21.88% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,174 | $3,561-10.9% | $4,693-32.4% | $2,631+20.7% |
| Participant deferral / active EE | $6,974 | $6,636+5.1% | $7,997-12.8% | $4,212+65.6% |
| Admin fee / account holder | $1,006 | $8,568-88.3% | $13,435-92.5% | $7,344-86.3% |