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 | $98,964 | $109,881-9.9% | $150,045-34.0% | $84,808+16.7% |
| Participation rate | 69.6% | 76.1%-6.5pp | 82.3%-12.8pp | 68.3%+1.3pp |
| Annual return | 14.91% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $813 | $3,561-77.2% | $4,693-82.7% | $2,631-69.1% |
| Participant deferral / active EE | $4,740 | $6,636-28.6% | $7,997-40.7% | $4,212+12.6% |
| Admin fee / account holder | $6,267 | $8,568-26.9% | $13,435-53.3% | $7,344-14.7% |