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 | $54,734 | $138,347-60.4% | $184,203-70.3% | $80,856-32.3% |
| Participation rate | 69.4% | 83.9%-14.4pp | 86.8%-17.4pp | 67.6%+1.8pp |
| Annual return | 11.46% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,037 | $4,850-58.0% | $6,427-68.3% | $2,755-26.1% |
| Participant deferral / active EE | $6,130 | $7,071-13.3% | $9,131-32.9% | $4,296+42.7% |
| Admin fee / account holder | $10,247 | $10,483-2.3% | $13,901-26.3% | $6,918+48.1% |