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 | $72,525 | $107,334-32.4% | $92,893-21.9% | $152,861-52.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 13.67% | 145.58%-131.9pp | 109.41%-95.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,084 | $4,221-50.6% | $3,653-43.0% | $4,762-56.2% |
| Participant deferral / active EE | $5,747 | $4,845+18.6% | $4,236+35.7% | $5,850-1.8% |
| Admin fee / account holder | $101,090 | $7,079+1328.0% | $5,794+1644.8% | $11,596+771.7% |