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 | $80,298 | $127,065-36.8% | $113,168-29.0% | $142,382-43.6% |
| Participation rate | 69.6% | 79.2%-9.6pp | 76.6%-7.0pp | 80.1%-10.6pp |
| Annual return | 12.74% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,250 | $3,442-63.7% | $2,975-58.0% | $4,299-70.9% |
| Participant deferral / active EE | $6,675 | $5,716+16.8% | $5,107+30.7% | $6,507+2.6% |
| Admin fee / account holder | $16,370 | $15,736+4.0% | $12,068+35.7% | $12,624+29.7% |