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 | $88,037 | $102,317-14.0% | $146,958-40.1% | $80,856+8.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 16.94% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,627 | $3,713-2.3% | $4,933-26.5% | $2,755+31.7% |
| Participant deferral / active EE | $10,316 | $6,644+55.3% | $8,070+27.8% | $4,296+140.1% |
| Admin fee / account holder | $1,606 | $7,941-79.8% | $12,998-87.6% | $6,918-76.8% |