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 | $67,318 | $82,978-18.9% | $129,995-48.2% | $71,457-5.8% |
| Participation rate | 39.5% | 74.1%-34.6pp | 78.5%-39.0pp | 67.9%-28.4pp |
| Annual return | 18.52% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,403 | $2,622-46.5% | $4,320-67.5% | $2,588-45.8% |
| Participant deferral / active EE | $3,014 | $4,432-32.0% | $5,820-48.2% | $4,289-29.7% |
| Admin fee / account holder | $7,919 | $1,729+358.1% | $10,614-25.4% | $1,587+398.9% |