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 | $33,271 | $93,571-64.4% | $135,903-75.5% | $75,163-55.7% |
| Participation rate | 66.3% | 75.2%-8.9pp | 81.9%-15.6pp | 67.2%-0.9pp |
| Annual return | 23.10% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,550 | $3,537-27.9% | $4,856-47.5% | $2,670-4.5% |
| Participant deferral / active EE | $3,255 | $6,404-49.2% | $7,758-58.0% | $4,125-21.1% |
| Admin fee / account holder | $2,195 | $6,975-68.5% | $10,762-79.6% | $5,651-61.2% |