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 | $93,537 | $110,502-15.4% | $80,716+15.9% | $167,490-44.2% |
| Participation rate | 35.3% | 64.0%-28.7pp | 54.2%-18.9pp | 82.1%-46.8pp |
| Annual return | 11.75% | 120.54%-108.8pp | 87.28%-75.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $375 | $1,543-75.7% | $1,160-67.7% | $4,837-92.3% |
| Participant deferral / active EE | $2,587 | $2,871-9.9% | $2,146+20.6% | $6,341-59.2% |
| Admin fee / account holder | $4,798 | $4,545+5.6% | $3,380+42.0% | $12,309-61.0% |