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 | $96,871 | $106,515-9.1% | $96,683+0.2% | $139,434-30.5% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 17.06% | 38.43%-21.4pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,013 | $4,103-50.9% | $3,737-46.1% | $4,751-57.6% |
| Participant deferral / active EE | $6,808 | $5,454+24.8% | $4,878+39.6% | $6,710+1.5% |
| Admin fee / account holder | $8,849 | $7,877+12.3% | $6,730+31.5% | $11,403-22.4% |