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 | $93,408 | $107,934-13.5% | $91,989+1.5% | $152,861-38.9% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 25.62% | 89.24%-63.6pp | 69.02%-43.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $8,237 | $4,210+95.7% | $3,452+138.6% | $4,762+73.0% |
| Participant deferral / active EE | $4,701 | $6,364-26.1% | $5,923-20.6% | $5,850-19.6% |
| Admin fee / account holder | $1,699 | $10,520-83.9% | $7,743-78.1% | $11,596-85.4% |