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 | $92,975 | $73,515+26.5% | $62,995+47.6% | $147,584-37.0% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.3pp | 82.8%-27.3pp |
| Annual return | 25.70% | 175.43%-149.7pp | 87.57%-61.9pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,564 | $3,320-22.8% | $2,759-7.1% | $4,876-47.4% |
| Participant deferral / active EE | $2,811 | $4,185-32.8% | $3,329-15.6% | $5,439-48.3% |
| Admin fee / account holder | $1,948 | $5,953-67.3% | $3,600-45.9% | $10,885-82.1% |