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 | $89,312 | $115,770-22.9% | $101,248-11.8% | $158,922-43.8% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 14.21% | 56.14%-41.9pp | 46.47%-32.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,604 | $4,175-37.6% | $3,660-28.9% | $4,761-45.3% |
| Participant deferral / active EE | $6,140 | $4,957+23.9% | $4,370+40.5% | $5,982+2.6% |
| Admin fee / account holder | $7,768 | $7,245+7.2% | $5,945+30.7% | $11,246-30.9% |