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 | $83,436 | $98,750-15.5% | $149,696-44.3% | $79,858+4.5% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.5%-28.2pp | 69.6%-15.3pp |
| Annual return | 20.68% | 27.43%-6.7pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,612 | $3,216-49.9% | $4,644-65.3% | $2,471-34.8% |
| Participant deferral / active EE | $2,845 | $5,680-49.9% | $6,842-58.4% | $3,740-23.9% |
| Admin fee / account holder | $2,047 | $6,053-66.2% | $9,309-78.0% | $5,306-61.4% |