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 | $88,292 | $99,652-11.4% | $78,778+12.1% | $147,584-40.2% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 8.50% | 47.28%-38.8pp | 35.62%-27.1pp | 578.55%-570.0pp |
| Employer contribution / active EE | $583 | $2,796-79.1% | $1,986-70.6% | $4,876-88.0% |
| Participant deferral / active EE | $2,126 | $3,664-42.0% | $2,958-28.1% | $5,439-60.9% |
| Admin fee / account holder | $1,259 | $7,155-82.4% | $5,134-75.5% | $10,885-88.4% |