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 | $104,673 | $85,766+22.0% | $136,294-23.2% | $70,131+49.3% |
| Participation rate | 63.8% | 74.2%-10.4pp | 81.9%-18.1pp | 69.5%-5.7pp |
| Annual return | 21.82% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $530 | $2,966-82.1% | $4,695-88.7% | $2,342-77.4% |
| Participant deferral / active EE | $6,721 | $5,051+33.1% | $6,247+7.6% | $3,332+101.7% |
| Admin fee / account holder | $6,149 | $5,420+13.4% | $9,243-33.5% | $4,645+32.4% |