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 | $94,681 | $107,334-11.8% | $92,893+1.9% | $152,861-38.1% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.4%-19.3pp |
| Annual return | 13.75% | 145.58%-131.8pp | 109.41%-95.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,371 | $4,221-67.5% | $3,653-62.5% | $4,762-71.2% |
| Participant deferral / active EE | $3,234 | $4,845-33.3% | $4,236-23.7% | $5,850-44.7% |
| Admin fee / account holder | $3,205 | $7,079-54.7% | $5,794-44.7% | $11,596-72.4% |