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 | $74,700 | $98,750-24.4% | $149,696-50.1% | $79,858-6.5% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.1pp |
| Annual return | 20.79% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2,633 | $3,216-18.1% | $4,644-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $6,039 | $5,680+6.3% | $6,842-11.7% | $3,740+61.5% |
| Admin fee / account holder | $1,100 | $6,053-81.8% | $9,309-88.2% | $5,306-79.3% |