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 | $36,666 | $77,314-52.6% | $177,989-79.4% | $80,856-54.7% |
| Participation rate | 58.1% | 65.7%-7.6pp | 77.1%-19.0pp | 67.6%-9.6pp |
| Annual return | 23.61% | 18.09%+5.5pp | 294.48%-270.9pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,851 | $2,292-19.2% | $3,949-53.1% | $2,755-32.8% |
| Participant deferral / active EE | $3,238 | $4,411-26.6% | $6,276-48.4% | $4,296-24.6% |
| Admin fee / account holder | $1,507 | $7,191-79.0% | $10,363-85.5% | $6,918-78.2% |