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 | $84,704 | $113,339-25.3% | $94,993-10.8% | $147,584-42.6% |
| Participation rate | 65.2% | 78.0%-12.8pp | 73.9%-8.7pp | 82.8%-17.6pp |
| Annual return | 17.45% | 20.77%-3.3pp | 27.12%-9.7pp | 578.55%-561.1pp |
| Employer contribution / active EE | $642 | $3,160-79.7% | $2,603-75.3% | $4,876-86.8% |
| Participant deferral / active EE | $2,034 | $3,777-46.1% | $3,317-38.7% | $5,439-62.6% |
| Admin fee / account holder | $26,409 | $6,063+335.6% | $4,960+432.4% | $10,885+142.6% |