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 | $26,514 | $149,679-82.3% | $117,039-77.3% | $147,584-82.0% |
| Participation rate | 64.7% | 83.5%-18.8pp | 77.2%-12.5pp | 82.8%-18.1pp |
| Annual return | 22.07% | 19.31%+2.8pp | 18.95%+3.1pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,929 | $4,937-60.9% | $3,785-49.0% | $4,876-60.4% |
| Participant deferral / active EE | $5,119 | $4,912+4.2% | $3,929+30.3% | $5,439-5.9% |
| Admin fee / account holder | $18,473 | $7,856+135.1% | $5,974+209.2% | $10,885+69.7% |