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 | $50,864 | $76,050-33.1% | $96,544-47.3% | $71,457-28.8% |
| Participation rate | 59.2% | 74.4%-15.2pp | 76.0%-16.7pp | 67.9%-8.7pp |
| Annual return | 17.37% | 22.81%-5.4pp | 25.84%-8.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,056 | $2,244-53.0% | $2,965-64.4% | $2,588-59.2% |
| Participant deferral / active EE | $3,139 | $4,215-25.5% | $4,851-35.3% | $4,289-26.8% |
| Admin fee / account holder | $5,273 | $2,707+94.8% | $8,252-36.1% | $1,587+232.2% |