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 | $44,238 | $109,881-59.7% | $150,045-70.5% | $84,808-47.8% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 24.16% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $2,721 | $3,561-23.6% | $4,693-42.0% | $2,631+3.4% |
| Participant deferral / active EE | $5,508 | $6,636-17.0% | $7,997-31.1% | $4,212+30.8% |
| Admin fee / account holder | $18,962 | $8,568+121.3% | $13,435+41.1% | $7,344+158.2% |