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 | $68,883 | $117,983-41.6% | $101,794-32.3% | $142,382-51.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 19.76% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,985 | $2,773-28.4% | $2,289-13.3% | $4,299-53.8% |
| Participant deferral / active EE | $5,925 | $4,714+25.7% | $4,084+45.1% | $6,507-8.9% |
| Admin fee / account holder | $167,468 | $10,433+1505.1% | $8,777+1808.0% | $12,624+1226.6% |