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 | $69,590 | $77,419-10.1% | $69,455+0.2% | $152,861-54.5% |
| Participation rate | 41.7% | 78.1%-36.4pp | 74.6%-32.9pp | 82.4%-40.8pp |
| Annual return | 23.08% | 39.06%-16.0pp | 28.97%-5.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,697 | $3,315-48.8% | $2,779-38.9% | $4,762-64.4% |
| Participant deferral / active EE | $5,500 | $4,414+24.6% | $3,535+55.6% | $5,850-6.0% |
| Admin fee / account holder | $386 | $6,207-93.8% | $3,839-89.9% | $11,596-96.7% |