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 | $76,737 | $148,978-48.5% | $200,582-61.7% | $84,808-9.5% |
| Participation rate | 66.7% | 84.2%-17.6pp | 86.9%-20.2pp | 68.3%-1.6pp |
| Annual return | 19.50% | 28.16%-8.7pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,021 | $4,815-58.0% | $6,419-68.5% | $2,631-23.2% |
| Participant deferral / active EE | $6,170 | $7,142-13.6% | $9,331-33.9% | $4,212+46.5% |
| Admin fee / account holder | $789 | $13,977-94.4% | $16,305-95.2% | $7,344-89.3% |