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 | $63,460 | $86,944-27.0% | $107,525-41.0% | $74,304-14.6% |
| Participation rate | 66.4% | 59.6%+6.8pp | 75.1%-8.7pp | 60.3%+6.0pp |
| Annual return | 16.95% | 23.52%-6.6pp | 181.32%-164.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,058 | $2,757-25.3% | $3,754-45.2% | $2,241-8.2% |
| Participant deferral / active EE | $3,354 | $3,554-5.6% | $5,116-34.4% | $3,767-11.0% |
| Admin fee / account holder | $9,010 | $3,727+141.8% | $8,919+1.0% | $2,969+203.5% |