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 | $92,784 | $109,881-15.6% | $150,045-38.2% | $84,808+9.4% |
| Participation rate | 55.4% | 76.1%-20.7pp | 82.3%-26.9pp | 68.3%-12.9pp |
| Annual return | 18.36% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,923 | $3,561+10.2% | $4,693-16.4% | $2,631+49.1% |
| Participant deferral / active EE | $7,421 | $6,636+11.8% | $7,997-7.2% | $4,212+76.2% |
| Admin fee / account holder | $10,234 | $8,568+19.4% | $13,435-23.8% | $7,344+39.4% |