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 | $62,367 | $106,890-41.7% | $84,015-25.8% | $152,861-59.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 18.79% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $985 | $2,734-64.0% | $1,983-50.3% | $4,762-79.3% |
| Participant deferral / active EE | $1,434 | $4,011-64.3% | $3,239-55.7% | $5,850-75.5% |
| Admin fee / account holder | $7,326 | $8,285-11.6% | $6,101+20.1% | $11,596-36.8% |