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 | $25,241 | $93,571-73.0% | $135,903-81.4% | $75,163-66.4% |
| Participation rate | 64.1% | 75.2%-11.1pp | 81.9%-17.8pp | 67.2%-3.1pp |
| Annual return | 37.59% | 30.90%+6.7pp | 68.23%-30.6pp | 160.62%-123.0pp |
| Employer contribution / active EE | $2,056 | $3,537-41.9% | $4,856-57.7% | $2,670-23.0% |
| Participant deferral / active EE | $3,400 | $6,404-46.9% | $7,758-56.2% | $4,125-17.6% |
| Admin fee / account holder | $6,619 | $6,975-5.1% | $10,762-38.5% | $5,651+17.1% |