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 7-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 | $94,686 | $118,849-20.3% | $96,562-1.9% | $167,490-43.5% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 11.32% | 50.49%-39.2pp | 37.78%-26.5pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,775 | $3,120-43.1% | $2,356-24.7% | $4,837-63.3% |
| Participant deferral / active EE | $4,596 | $4,616-0.4% | $3,849+19.4% | $6,341-27.5% |
| Admin fee / account holder | $13,761 | $8,065+70.6% | $6,181+122.6% | $12,309+11.8% |