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 | $98,250 | $106,515-7.8% | $96,683+1.6% | $139,434-29.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 11.11% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,933 | $4,103-52.9% | $3,737-48.3% | $4,751-59.3% |
| Participant deferral / active EE | $6,271 | $5,454+15.0% | $4,878+28.6% | $6,710-6.5% |
| Admin fee / account holder | $1,086 | $7,877-86.2% | $6,730-83.9% | $11,403-90.5% |