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 | $97,651 | $100,004-2.4% | $81,438+19.9% | $145,959-33.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 9.72% | 34.34%-24.6pp | 24.74%-15.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,081 | $2,970-63.6% | $2,460-56.1% | $4,661-76.8% |
| Participant deferral / active EE | $4,499 | $4,603-2.3% | $3,883+15.9% | $6,689-32.7% |
| Admin fee / account holder | $474 | $8,202-94.2% | $5,764-91.8% | $13,398-96.5% |