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 | $54,335 | $81,233-33.1% | $155,567-65.1% | $80,874-32.8% |
| Participation rate | 56.0% | 66.2%-10.2pp | 78.2%-22.2pp | 67.6%-11.6pp |
| Annual return | 14.11% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,726 | $3,101-12.1% | $4,674-41.7% | $2,756-1.1% |
| Participant deferral / active EE | $4,651 | $3,452+34.7% | $5,628-17.3% | $4,297+8.2% |
| Admin fee / account holder | $10,400 | $7,998+30.0% | $15,916-34.7% | $6,935+50.0% |