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 | $64,412 | $96,484-33.2% | $156,263-58.8% | $74,304-13.3% |
| Participation rate | 68.8% | 67.7%+1.1pp | 78.9%-10.1pp | 60.3%+8.5pp |
| Annual return | 15.15% | 17.73%-2.6pp | 59.47%-44.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,327 | $2,528-47.5% | $4,333-69.4% | $2,241-40.8% |
| Participant deferral / active EE | $2,284 | $4,286-46.7% | $6,158-62.9% | $3,767-39.4% |
| Admin fee / account holder | $5,625 | $3,728+50.9% | $14,255-60.5% | $2,969+89.5% |