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 | $39,567 | $77,899-49.2% | $149,673-73.6% | $75,163-47.4% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.0pp |
| Annual return | 33.33% | 31.72%+1.6pp | 134.42%-101.1pp | 160.62%-127.3pp |
| Employer contribution / active EE | $1,794 | $3,137-42.8% | $4,818-62.8% | $2,670-32.8% |
| Participant deferral / active EE | $1,186 | $3,411-65.2% | $5,680-79.1% | $4,125-71.2% |
| Admin fee / account holder | $15,148 | $5,956+154.3% | $13,210+14.7% | $5,651+168.1% |