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 | $204,390 | $227,553-10.2% | $189,557+7.8% | $167,490+22.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 8.03% | 78.40%-70.4pp | 64.17%-56.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $2,372 | $5,316-55.4% | $4,412-46.2% | $4,837-51.0% |
| Participant deferral / active EE | $5,139 | $7,002-26.6% | $6,174-16.8% | $6,341-19.0% |
| Admin fee / account holder | $9,949 | $11,878-16.2% | $9,807+1.4% | $12,309-19.2% |