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 | $105,027 | $123,793-15.2% | $177,821-40.9% | $79,858+31.5% |
| Participation rate | 60.3% | 84.7%-24.3pp | 87.7%-27.4pp | 69.6%-9.3pp |
| Annual return | 21.63% | 22.82%-1.2pp | 48.32%-26.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,937 | $4,095-52.7% | $5,918-67.3% | $2,471-21.6% |
| Participant deferral / active EE | $3,138 | $5,956-47.3% | $7,714-59.3% | $3,740-16.1% |
| Admin fee / account holder | $730 | $7,243-89.9% | $12,427-94.1% | $5,306-86.3% |