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 | $43,703 | $71,050-38.5% | $93,606-53.3% | $80,856-45.9% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 18.67% | 11.26%+7.4pp | 133.20%-114.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,909 | $1,564+86.0% | $2,420+20.2% | $2,755+5.6% |
| Participant deferral / active EE | $4,953 | $4,034+22.8% | $4,411+12.3% | $4,296+15.3% |
| Admin fee / account holder | $735 | $6,945-89.4% | $8,285-91.1% | $6,918-89.4% |