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 | $76,268 | $81,625-6.6% | $167,512-54.5% | $74,304+2.6% |
| Participation rate | 34.4% | 60.0%-25.6pp | 77.1%-42.7pp | 60.3%-25.9pp |
| Annual return | 17.41% | 26.09%-8.7pp | 1615.79%-1598.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,598 | $2,010-20.5% | $3,882-58.8% | $2,241-28.7% |
| Participant deferral / active EE | $3,323 | $4,115-19.3% | $6,405-48.1% | $3,767-11.8% |
| Admin fee / account holder | $5,318 | $3,474+53.1% | $9,769-45.6% | $2,969+79.1% |