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 | $86,291 | $100,041-13.7% | $149,718-42.4% | $70,131+23.0% |
| Participation rate | 62.6% | 83.6%-21.0pp | 87.1%-24.4pp | 69.5%-6.9pp |
| Annual return | 18.09% | 27.43%-9.3pp | 1501.63%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,480 | $3,662-59.6% | $5,445-72.8% | $2,342-36.8% |
| Participant deferral / active EE | $2,544 | $4,983-48.9% | $6,569-61.3% | $3,332-23.6% |
| Admin fee / account holder | $7,226 | $8,286-12.8% | $11,283-36.0% | $4,645+55.5% |