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 | $85,429 | $125,758-32.1% | $169,993-49.7% | $75,163+13.7% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.0%-19.1pp | 67.2%+0.7pp |
| Annual return | 18.67% | 27.20%-8.5pp | 53.37%-34.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,418 | $4,615-47.6% | $6,785-64.4% | $2,670-9.4% |
| Participant deferral / active EE | $5,010 | $6,837-26.7% | $10,408-51.9% | $4,125+21.5% |
| Admin fee / account holder | $8,875 | $8,173+8.6% | $12,815-30.7% | $5,651+57.1% |