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 | $77,399 | $96,484-19.8% | $75,886+2.0% | $152,861-49.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.4%-18.8pp |
| Annual return | 22.38% | 33.98%-11.6pp | 30.76%-8.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,609 | $3,309-51.4% | $2,500-35.7% | $4,762-66.2% |
| Participant deferral / active EE | $6,468 | $4,553+42.1% | $3,603+79.5% | $5,850+10.6% |
| Admin fee / account holder | $920 | $8,078-88.6% | $5,418-83.0% | $11,596-92.1% |