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 | $91,255 | $81,632+11.8% | $70,449+29.5% | $158,922-42.6% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 14.71% | 208.40%-193.7pp | 109.03%-94.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,843 | $3,217-42.7% | $2,737-32.6% | $4,761-61.3% |
| Participant deferral / active EE | $5,413 | $4,554+18.9% | $3,709+45.9% | $5,982-9.5% |
| Admin fee / account holder | $1,774 | $6,193-71.4% | $3,845-53.9% | $11,246-84.2% |