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 | $110,796 | $125,758-11.9% | $169,993-34.8% | $75,163+47.4% |
| Participation rate | 48.4% | 83.6%-35.2pp | 87.0%-38.6pp | 67.2%-18.8pp |
| Annual return | 20.68% | 27.20%-6.5pp | 53.37%-32.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,998 | $4,615-56.7% | $6,785-70.6% | $2,670-25.2% |
| Participant deferral / active EE | $3,357 | $6,837-50.9% | $10,408-67.7% | $4,125-18.6% |
| Admin fee / account holder | $6,594 | $8,173-19.3% | $12,815-48.5% | $5,651+16.7% |