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 | $89,550 | $98,240-8.8% | $82,313+8.8% | $147,584-39.3% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 11.45% | 30.85%-19.4pp | 25.88%-14.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,689 | $3,192-47.1% | $2,428-30.5% | $4,876-65.4% |
| Participant deferral / active EE | $2,047 | $4,383-53.3% | $3,706-44.8% | $5,439-62.4% |
| Admin fee / account holder | $16,581 | $8,563+93.6% | $5,608+195.7% | $10,885+52.3% |