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 | $62,122 | $88,360-29.7% | $145,433-57.3% | $67,986-8.6% |
| Participation rate | 55.9% | 65.5%-9.6pp | 82.1%-26.2pp | 57.2%-1.3pp |
| Annual return | 21.90% | 63.15%-41.2pp | 66.58%-44.7pp | 31.67%-9.8pp |
| Employer contribution / active EE | $2,864 | $3,054-6.2% | $4,554-37.1% | $2,019+41.9% |
| Participant deferral / active EE | $4,356 | $5,932-26.6% | $7,897-44.8% | $3,358+29.7% |
| Admin fee / account holder | $980 | $3,313-70.4% | $13,129-92.5% | $3,203-69.4% |