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 | $97,413 | $89,355+9.0% | $141,162-31.0% | $72,985+33.5% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.6pp | 69.5%-10.7pp |
| Annual return | 25.86% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,297 | $3,114-26.2% | $4,735-51.5% | $2,440-5.8% |
| Participant deferral / active EE | $5,863 | $5,418+8.2% | $6,709-12.6% | $3,607+62.5% |
| Admin fee / account holder | $525 | $5,958-91.2% | $10,261-94.9% | $5,124-89.8% |