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 | $77,747 | $91,407-14.9% | $135,903-42.8% | $71,457+8.8% |
| Participation rate | 61.0% | 75.7%-14.6pp | 81.9%-20.9pp | 67.9%-6.9pp |
| Annual return | 32.03% | 29.90%+2.1pp | 68.23%-36.2pp | 28.85%+3.2pp |
| Employer contribution / active EE | $2,121 | $3,703-42.7% | $4,856-56.3% | $2,588-18.0% |
| Participant deferral / active EE | $5,923 | $7,092-16.5% | $7,758-23.7% | $4,289+38.1% |
| Admin fee / account holder | $4,865 | $1,266+284.3% | $10,762-54.8% | $1,587+206.5% |