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 | $92,893 | $98,750-5.9% | $149,696-37.9% | $79,858+16.3% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.5%-47.2pp | 69.6%-34.3pp |
| Annual return | 13.45% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,006 | $3,216-37.6% | $4,644-56.8% | $2,471-18.8% |
| Participant deferral / active EE | $3,552 | $5,680-37.5% | $6,842-48.1% | $3,740-5.0% |
| Admin fee / account holder | $1,377 | $6,053-77.3% | $9,309-85.2% | $5,306-74.1% |