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 | $104,492 | $112,881-7.4% | $90,951+14.9% | $158,922-34.2% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 7.38% | 215.79%-208.4pp | 134.60%-127.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,781 | $2,893-38.4% | $2,122-16.1% | $4,761-62.6% |
| Participant deferral / active EE | $1,781 | $4,128-56.9% | $3,373-47.2% | $5,982-70.2% |
| Admin fee / account holder | $758 | $8,041-90.6% | $5,959-87.3% | $11,246-93.3% |