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 | $36,148 | $91,190-60.4% | $178,490-79.7% | $79,858-54.7% |
| Participation rate | 69.2% | 69.2%0pp | 81.9%-12.7pp | 69.6%-0.4pp |
| Annual return | 26.05% | 24.19%+1.9pp | 151.07%-125.0pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,659 | $3,256-49.1% | $5,011-66.9% | $2,471-32.9% |
| Participant deferral / active EE | $3,037 | $3,236-6.2% | $5,202-41.6% | $3,740-18.8% |
| Admin fee / account holder | $7,606 | $6,751+12.7% | $13,984-45.6% | $5,306+43.3% |