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 | $60,589 | $125,758-51.8% | $169,993-64.4% | $75,163-19.4% |
| Participation rate | 57.1% | 83.6%-26.4pp | 87.0%-29.9pp | 67.2%-10.0pp |
| Annual return | 13.71% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,666 | $4,615-63.9% | $6,785-75.5% | $2,670-37.6% |
| Participant deferral / active EE | $4,848 | $6,837-29.1% | $10,408-53.4% | $4,125+17.5% |
| Admin fee / account holder | $11,631 | $8,173+42.3% | $12,815-9.2% | $5,651+105.8% |