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 | $69,099 | $96,484-28.4% | $75,886-8.9% | $152,861-54.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 20.27% | 33.98%-13.7pp | 30.76%-10.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $9,125 | $3,309+175.7% | $2,500+265.0% | $4,762+91.6% |
| Participant deferral / active EE | $4,013 | $4,553-11.9% | $3,603+11.4% | $5,850-31.4% |
| Admin fee / account holder | $27,940 | $8,078+245.9% | $5,418+415.6% | $11,596+140.9% |