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 | $36,636 | $94,752-61.3% | $112,887-67.5% | $139,434-73.7% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.8pp | 80.3%-13.7pp |
| Annual return | 19.35% | 40.88%-21.5pp | 34.10%-14.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,443 | $4,625-47.2% | $4,563-46.5% | $4,751-48.6% |
| Participant deferral / active EE | $4,808 | $6,512-26.2% | $6,513-26.2% | $6,710-28.3% |
| Admin fee / account holder | $774 | $8,527-90.9% | $7,047-89.0% | $11,403-93.2% |