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 | $93,217 | $884,045-89.5% | $453,369-79.4% | $167,490-44.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 78.0%-28.0pp | 82.1%-32.1pp |
| Annual return | 13.91% | 29.49%-15.6pp | 64.40%-50.5pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,197 | $5,538-60.3% | $4,070-46.0% | $4,837-54.6% |
| Participant deferral / active EE | $10,132 | $7,898+28.3% | $6,209+63.2% | $6,341+59.8% |
| Admin fee / account holder | $37,995 | $22,063+72.2% | $11,209+239.0% | $12,309+208.7% |