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 | $58,241 | $70,428-17.3% | $96,562-39.7% | $85,850-32.2% |
| Participation rate | 51.2% | 61.8%-10.6pp | 69.8%-18.6pp | 69.3%-18.1pp |
| Annual return | 16.08% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,173 | $1,413+124.6% | $2,356+34.6% | $2,565+23.7% |
| Participant deferral / active EE | $4,245 | $2,894+46.7% | $3,849+10.3% | $3,952+7.4% |
| Admin fee / account holder | $789 | $4,997-84.2% | $6,181-87.2% | $6,260-87.4% |