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 | $61,421 | $94,625-35.1% | $116,228-47.2% | $84,808-27.6% |
| Participation rate | 64.0% | 70.4%-6.4pp | 74.6%-10.6pp | 68.3%-4.3pp |
| Annual return | 16.39% | 20.40%-4.0pp | 90.06%-73.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,812 | $2,347-22.8% | $2,994-39.5% | $2,631-31.1% |
| Participant deferral / active EE | $4,577 | $3,972+15.2% | $4,953-7.6% | $4,212+8.7% |
| Admin fee / account holder | $17,142 | $10,091+69.9% | $11,989+43.0% | $7,344+133.4% |