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 | $96,811 | $98,750-2.0% | $149,696-35.3% | $79,858+21.2% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 12.51% | 27.43%-14.9pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,355 | $3,216-26.8% | $4,644-49.3% | $2,471-4.7% |
| Participant deferral / active EE | $6,328 | $5,680+11.4% | $6,842-7.5% | $3,740+69.2% |
| Admin fee / account holder | $7,530 | $6,053+24.4% | $9,309-19.1% | $5,306+41.9% |