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 | $74,125 | $112,096-33.9% | $95,952-22.7% | $158,922-53.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 6.80% | 171.09%-164.3pp | 91.61%-84.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,145 | $3,198-64.2% | $2,541-54.9% | $4,761-76.0% |
| Participant deferral / active EE | $2,643 | $4,784-44.8% | $4,167-36.6% | $5,982-55.8% |
| Admin fee / account holder | $3,699 | $10,130-63.5% | $6,795-45.6% | $11,246-67.1% |