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 | $92,789 | $106,890-13.2% | $84,015+10.4% | $152,861-39.3% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 16.69% | 104.99%-88.3pp | 71.31%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,351 | $2,734-50.6% | $1,983-31.9% | $4,762-71.6% |
| Participant deferral / active EE | $1,856 | $4,011-53.7% | $3,239-42.7% | $5,850-68.3% |
| Admin fee / account holder | $4,358 | $8,285-47.4% | $6,101-28.6% | $11,596-62.4% |