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 | $93,255 | $106,890-12.8% | $84,015+11.0% | $152,861-39.0% |
| Participation rate | 36.8% | 75.2%-38.4pp | 69.0%-32.2pp | 82.4%-45.6pp |
| Annual return | 24.55% | 104.99%-80.4pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $916 | $2,734-66.5% | $1,983-53.8% | $4,762-80.8% |
| Participant deferral / active EE | $2,525 | $4,011-37.1% | $3,239-22.0% | $5,850-56.8% |
| Admin fee / account holder | $21,909 | $8,285+164.4% | $6,101+259.1% | $11,596+88.9% |