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 | $69,258 | $75,183-7.9% | $123,892-44.1% | $55,167+25.5% |
| Participation rate | 63.0% | 72.8%-9.8pp | 81.4%-18.4pp | 69.0%-6.0pp |
| Annual return | 32.83% | 19.01%+13.8pp | 47.52%-14.7pp | 169.23%-136.4pp |
| Employer contribution / active EE | $1,433 | $2,823-49.3% | $4,617-69.0% | $1,963-27.0% |
| Participant deferral / active EE | $3,193 | $5,084-37.2% | $5,984-46.6% | $3,054+4.6% |
| Admin fee / account holder | $348 | $663-47.5% | $8,357-95.8% | $504-31.0% |